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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $53,998 |
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 | $114,909 | $98,982+16.1% | $162,163-29.1% | $65,185+76.3% |
| Participation rate | 98.5% | 85.8%+12.7pp | 87.6%+10.9pp | 70.2%+28.3pp |
| Annual return | 20.77% | 24.84%-4.1pp | 115.59%-94.8pp | 29.38%-8.6pp |
| Employer contribution / active EE | $4,155 | $3,467+19.9% | $5,614-26.0% | $2,177+90.9% |
| Participant deferral / active EE | $7,060 | $5,384+31.1% | $7,298-3.3% | $3,514+100.9% |
| Admin fee / account holder | $250 | $596-58.1% | $10,843-97.7% | $847-70.5% |