See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $48,732 |
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 | $38,824 | $42,396-8.4% | $67,313-42.3% | $56,287-31.0% |
| Participation rate | 93.6% | 61.0%+32.7pp | 69.1%+24.6pp | 69.9%+23.8pp |
| Annual return | 1.45% | -36.63%+38.1pp | -4.08%+5.5pp | -9.96%+11.4pp |
| Employer contribution / active EE | $798 | $1,414-43.5% | $2,566-68.9% | $2,111-62.2% |
| Participant deferral / active EE | $3,484 | $2,360+47.7% | $3,568-2.4% | $3,350+4.0% |
| Admin fee / account holder | $275 | $510-46.0% | $4,507-93.9% | $521-47.1% |