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.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $316,479 |
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 | $53,115 | $76,173-30.3% | $81,382-34.7% | $199,593-73.4% |
| Participation rate | 94.6% | 76.3%+18.4pp | 69.5%+25.2pp | 72.0%+22.7pp |
| Annual return | 14.46% | 15.59%-1.1pp | 24.73%-10.3pp | 34.25%-19.8pp |
| Employer contribution / active EE | $2,918 | $2,792+4.5% | $2,463+18.5% | $3,034-3.8% |
| Participant deferral / active EE | $3,846 | $4,201-8.4% | $3,883-0.9% | $5,087-24.4% |
| Admin fee / account holder | $163 | $146+11.9% | $5,768-97.2% | $269-39.2% |