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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $64,086 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,693 | $102,553+34.3% | $151,611-9.2% | $66,914+105.8% |
| Participation rate | 88.0% | 85.5%+2.5pp | 87.5%+0.5pp | 69.8%+18.2pp |
| Annual return | -16.04% | -10.82%-5.2pp | 3.33%-19.4pp | 1.58%-17.6pp |
| Employer contribution / active EE | $4,674 | $4,180+11.8% | $6,166-24.2% | $2,544+83.7% |
| Participant deferral / active EE | $8,727 | $6,641+31.4% | $8,363+4.3% | $4,237+106.0% |
| Admin fee / account holder | $368 | $630-41.5% | $11,616-96.8% | $593-37.9% |