See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $67,917 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,245 | $79,171+30.4% | $102,423+0.8% | $74,495+38.6% |
| Participation rate | 96.2% | 74.8%+21.4pp | 76.5%+19.7pp | 67.2%+29.0pp |
| Annual return | 11.97% | 54.93%-43.0pp | 29.32%-17.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,505 | $2,362-36.3% | $3,023-50.2% | $2,623-42.6% |
| Participant deferral / active EE | $4,035 | $4,415-8.6% | $5,053-20.1% | $4,346-7.2% |
| Admin fee / account holder | $327 | $2,001-83.7% | $9,451-96.5% | $1,942-83.2% |