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.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $64,052 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,019 | $121,341+35.2% | $189,513-13.5% | $79,386+106.6% |
| Participation rate | 88.5% | 86.1%+2.4pp | 87.8%+0.7pp | 70.7%+17.8pp |
| Annual return | 12.93% | 21.08%-8.2pp | 555.15%-542.2pp | 116.85%-103.9pp |
| Employer contribution / active EE | $4,374 | $3,915+11.7% | $6,162-29.0% | $2,427+80.2% |
| Participant deferral / active EE | $7,770 | $6,395+21.5% | $8,221-5.5% | $4,046+92.1% |
| Admin fee / account holder | $341 | $651-47.7% | $12,045-97.2% | $626-45.6% |