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.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $241,856 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,408 | $53,925-1.0% | $75,670-29.4% | $69,631-23.3% |
| Participation rate | 94.8% | 71.2%+23.6pp | 72.3%+22.5pp | 70.7%+24.1pp |
| Annual return | 12.42% | 17.84%-5.4pp | 27.34%-14.9pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $2,021 | $1,802+12.1% | $2,352-14.1% | $2,032-0.6% |
| Participant deferral / active EE | $2,361 | $2,569-8.1% | $3,142-24.9% | $3,224-26.8% |
| Admin fee / account holder | $199 | $97+105.2% | $5,800-96.6% | $110+80.4% |