Filed April 4, 2023 (most recent of 2 filings on file)
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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $92,413 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,143 | $62,267-11.4% | $110,238-50.0% | $55,725-1.0% |
| Participation rate | 89.6% | 78.1%+11.5pp | 79.8%+9.8pp | 70.9%+18.8pp |
| Annual return | -4.93% | -1.07%-3.9pp | 314.74%-319.7pp | 244.93%-249.9pp |
| Employer contribution / active EE | $2,193 | $1,941+13.0% | $3,826-42.7% | $2,078+5.5% |
| Participant deferral / active EE | $3,250 | $3,516-7.6% | $4,672-30.4% | $3,356-3.2% |
| Admin fee / account holder | $209 | $121+72.5% | $8,547-97.6% | $115+81.1% |