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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $279,717 |
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 | $50,790 | $65,708-22.7% | $76,817-33.9% | $77,787-34.7% |
| Participation rate | 85.5% | 79.0%+6.5pp | 72.1%+13.4pp | 73.2%+12.2pp |
| Annual return | 8.95% | 49.86%-40.9pp | 1166.11%-1157.2pp | 32.57%-23.6pp |
| Employer contribution / active EE | $887 | $2,167-59.1% | $2,302-61.5% | $2,504-64.6% |
| Participant deferral / active EE | $2,510 | $3,254-22.9% | $3,336-24.8% | $3,967-36.7% |
| Admin fee / account holder | $191 | $91+110.2% | $6,420-97.0% | $100+90.8% |