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.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $58,231 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,493 | $130,194+20.2% | $169,993-7.9% | $71,457+119.0% |
| Participation rate | 87.2% | 86.1%+1.0pp | 87.0%+0.2pp | 67.9%+19.2pp |
| Annual return | 17.07% | 20.37%-3.3pp | 53.37%-36.3pp | 28.85%-11.8pp |
| Employer contribution / active EE | $4,747 | $4,381+8.3% | $6,785-30.0% | $2,588+83.4% |
| Participant deferral / active EE | $8,235 | $6,923+19.0% | $10,408-20.9% | $4,289+92.0% |
| Admin fee / account holder | $335 | $966-65.3% | $12,815-97.4% | $1,587-78.9% |