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 COMPANY6+ years Filed as: ASSOCIATED TRUST COMPANY, NA Service code 15 · EIN 30-0219031 | Recordkeeping | -$16,237 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,533 | $79,449-36.4% | $189,557-73.3% | $85,850-41.1% |
| Participation rate | 73.8% | 66.0%+7.9pp | 78.4%-4.6pp | 69.3%+4.5pp |
| Annual return | 24.27% | 18.45%+5.8pp | 64.17%-39.9pp | 318.53%-294.3pp |
| Employer contribution / active EE | $154 | $2,081-92.6% | $4,412-96.5% | $2,565-94.0% |
| Participant deferral / active EE | $1,722 | $4,051-57.5% | $6,174-72.1% | $3,952-56.4% |
| Admin fee / account holder | $239 | $5,377-95.6% | $9,807-97.6% | $6,260-96.2% |