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.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $81,554 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,230 | $57,108+9.0% | $94,224-34.0% | $52,331+18.9% |
| Participation rate | 99.6% | 72.9%+26.7pp | 78.8%+20.8pp | 68.1%+31.5pp |
| Annual return | -0.52% | 1.47%-2.0pp | 10.68%-11.2pp | 4.54%-5.1pp |
| Employer contribution / active EE | $619 | $1,735-64.4% | $3,587-82.8% | $1,882-67.1% |
| Participant deferral / active EE | $2,873 | $3,040-5.5% | $4,320-33.5% | $3,022-4.9% |
| Admin fee / account holder | $291 | $546-46.7% | $6,269-95.4% | $592-50.8% |