Filed July 28, 2022
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.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $213,958 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,089 | $50,106-2.0% | $70,014-29.9% | $57,658-14.9% |
| Participation rate | 94.4% | 70.9%+23.6pp | 71.8%+22.6pp | 70.2%+24.2pp |
| Annual return | -2.45% | 14.58%-17.0pp | 12.99%-15.4pp | 5.13%-7.6pp |
| Employer contribution / active EE | $2,043 | $1,739+17.4% | $2,338-12.6% | $1,974+3.5% |
| Participant deferral / active EE | $2,389 | $2,486-3.9% | $2,931-18.5% | $3,061-22.0% |
| Admin fee / account holder | $183 | $89+104.9% | $4,380-95.8% | $95+93.3% |