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.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $74,382 |
Employer contribution per participant 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 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 | $73,830 | $107,378-31.2% | $108,579-32.0% | $57,658+28.0% |
| Participation rate | 74.1% | 77.1%-3.0pp | 79.6%-5.4pp | 70.2%+3.9pp |
| Annual return | 8.47% | 12.80%-4.3pp | -51.70%+60.2pp | 5.13%+3.3pp |
| Employer contribution / active EE | $489 | $1,782-72.6% | $3,758-87.0% | $1,974-75.2% |
| Participant deferral / active EE | $2,378 | $3,221-26.2% | $4,311-44.8% | $3,061-22.3% |
| Admin fee / account holder | $292 | $108+168.9% | $7,645-96.2% | $95+208.6% |