Filed February 12, 2025
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.3+ years Service code 15 · EIN 30-0219031 2010 STEWART AVE · WAUSAU, WI 54402 | Recordkeeping | $88,008 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,623 | $65,118+5.4% | $76,768-10.6% | $55,725+23.1% |
| Participation rate | 97.9% | 79.6%+18.3pp | 77.0%+20.9pp | 70.9%+27.0pp |
| Annual return | -6.03% | -1.27%-4.8pp | 2.43%-8.5pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,607 | $1,941-17.2% | $2,485-35.3% | $2,078-22.7% |
| Participant deferral / active EE | $2,764 | $3,688-25.0% | $3,852-28.2% | $3,356-17.6% |
| Admin fee / account holder | $138 | $116+19.2% | $6,675-97.9% | $115+20.0% |