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.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $332,285 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,389 | $61,756-7.1% | $70,092-18.1% | $77,904-26.3% |
| Participation rate | 86.7% | 79.9%+6.8pp | 70.5%+16.2pp | 73.7%+13.0pp |
| Annual return | -4.61% | -11.86%+7.3pp | 190.73%-195.3pp | 12.21%-16.8pp |
| Employer contribution / active EE | $2,413 | $2,706-10.9% | $2,559-5.7% | $2,848-15.3% |
| Participant deferral / active EE | $3,317 | $3,977-16.6% | $3,849-13.8% | $4,806-31.0% |
| Admin fee / account holder | $210 | $101+107.7% | $6,267-96.6% | $133+58.8% |