Filed December 23, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $10,523 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,188 | $64,909+5.1% | $82,313-17.2% | $62,292+9.5% |
| Participation rate | 98.2% | 74.9%+23.3pp | 76.9%+21.3pp | 69.5%+28.7pp |
| Annual return | 18.24% | 21.18%-2.9pp | 25.88%-7.6pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,469 | $1,676-12.4% | $2,428-39.5% | $2,042-28.1% |
| Participant deferral / active EE | $2,432 | $3,103-21.6% | $3,706-34.4% | $3,169-23.2% |
| Admin fee / account holder | $39 | $440-91.2% | $5,608-99.3% | $479-92.0% |