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.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $63,280 |
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 | $174,094 | $122,239+42.4% | $184,203-5.5% | $74,495+133.7% |
| Participation rate | 85.3% | 85.5%-0.2pp | 86.8%-1.5pp | 67.2%+18.1pp |
| Annual return | 16.37% | 19.95%-3.6pp | 28.81%-12.4pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $5,009 | $4,537+10.4% | $6,427-22.1% | $2,623+90.9% |
| Participant deferral / active EE | $8,828 | $7,139+23.7% | $9,131-3.3% | $4,346+103.1% |
| Admin fee / account holder | $366 | $1,260-71.0% | $13,901-97.4% | $1,942-81.2% |