Filed March 18, 2025 (most recent of 2 filings on file)
Total covered: 10 employees
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 | $52,647 |
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 | $98,220 | $79,523+23.5% | $140,016-29.9% | $56,287+74.5% |
| Participation rate | 91.6% | 85.7%+5.9pp | 87.5%+4.1pp | 69.9%+21.8pp |
| Annual return | -4.36% | 2.39%-6.7pp | 651.12%-655.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $4,241 | $3,350+26.6% | $5,606-24.3% | $2,111+100.9% |
| Participant deferral / active EE | $6,938 | $5,129+35.3% | $6,927+0.2% | $3,350+107.1% |
| Admin fee / account holder | $251 | $614-59.2% | $10,705-97.7% | $521-51.9% |