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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $57,318 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,027 | $136,307+2.0% | $177,821-21.8% | $73,488+89.2% |
| Participation rate | 90.3% | 86.1%+4.2pp | 87.7%+2.6pp | 70.7%+19.6pp |
| Annual return | 14.27% | 18.68%-4.4pp | 48.32%-34.1pp | 28.51%-14.2pp |
| Employer contribution / active EE | $4,838 | $3,712+30.3% | $5,918-18.3% | $2,270+113.1% |
| Participant deferral / active EE | $8,228 | $5,829+41.2% | $7,714+6.7% | $3,740+120.0% |
| Admin fee / account holder | $292 | $596-50.9% | $12,427-97.6% | $513-43.0% |