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.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $189,986 |
Filed as: ALPHA INVESTMENT CONSULTING Service code 26 · EIN 39-1859759 | Advisory (Participants) | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,395 | $114,195-35.7% | $106,548-31.1% | $93,030-21.1% |
| Participation rate | 99.6% | 86.4%+13.2pp | 76.1%+23.5pp | 73.9%+25.7pp |
| Annual return | 13.24% | 22.18%-8.9pp | 26.80%-13.6pp | 158.70%-145.5pp |
| Employer contribution / active EE | $3,953 | $4,009-1.4% | $2,819+40.2% | $2,706+46.1% |
| Participant deferral / active EE | $0 | $5,908-100.0% | $4,398-100.0% | $4,562-100.0% |
| Admin fee / account holder | $121 | $105+15.8% | $7,407-98.4% | $152-20.0% |