Filed July 28, 2022
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $317,116 |
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 | $66,333 | $77,197-14.1% | $86,874-23.6% | $93,030-28.7% |
| Participation rate | 90.5% | 78.2%+12.3pp | 71.6%+18.8pp | 73.9%+16.6pp |
| Annual return | 36.42% | 16.31%+20.1pp | 63.52%-27.1pp | 158.70%-122.3pp |
| Employer contribution / active EE | $2,878 | $2,514+14.5% | $2,495+15.3% | $2,706+6.4% |
| Participant deferral / active EE | $3,472 | $3,831-9.4% | $3,699-6.1% | $4,562-23.9% |
| Admin fee / account holder | $214 | $105+103.7% | $5,828-96.3% | $152+40.9% |