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.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $343,368 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,202 | $89,178-33.6% | $91,541-35.3% | $102,872-42.5% |
| Participation rate | 90.0% | 79.7%+10.3pp | 69.8%+20.2pp | 73.0%+17.0pp |
| Annual return | 10.57% | 14.52%-3.9pp | 20.50%-9.9pp | 19.06%-8.5pp |
| Employer contribution / active EE | $2,268 | $3,455-34.3% | $2,505-9.4% | $3,526-35.7% |
| Participant deferral / active EE | $3,719 | $4,657-20.1% | $4,008-7.2% | $5,535-32.8% |
| Admin fee / account holder | $179 | $134+33.3% | $6,956-97.4% | $292-38.8% |