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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $253,379 |
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 | $52,417 | $48,261+8.6% | $68,793-23.8% | $55,725-5.9% |
| Participation rate | 91.4% | 71.0%+20.4pp | 72.2%+19.2pp | 70.9%+20.6pp |
| Annual return | 10.64% | -2.61%+13.2pp | -4.63%+15.3pp | 244.93%-234.3pp |
| Employer contribution / active EE | $1,954 | $1,742+12.2% | $2,625-25.6% | $2,078-6.0% |
| Participant deferral / active EE | $2,370 | $2,712-12.6% | $3,311-28.4% | $3,356-29.4% |
| Admin fee / account holder | $188 | $126+49.4% | $5,131-96.3% | $115+63.6% |