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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $302,287 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,258 | $73,034-28.4% | $77,163-32.3% | $80,160-34.8% |
| Participation rate | 86.4% | 78.1%+8.2pp | 69.6%+16.8pp | 72.9%+13.4pp |
| Annual return | 1.38% | 18.56%-17.2pp | 37.87%-36.5pp | 40.38%-39.0pp |
| Employer contribution / active EE | $3,058 | $2,779+10.0% | $2,535+20.6% | $2,978+2.7% |
| Participant deferral / active EE | $3,457 | $4,140-16.5% | $3,833-9.8% | $5,017-31.1% |
| Admin fee / account holder | $175 | $104+69.1% | $5,472-96.8% | $145+21.0% |