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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $89,329 |
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 | $76,567 | $73,404+4.3% | $87,100-12.1% | $67,579+13.3% |
| Participation rate | 98.4% | 80.9%+17.6pp | 76.9%+21.6pp | 71.3%+27.2pp |
| Annual return | 22.43% | 48.29%-25.9pp | 28.19%-5.8pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,187 | $2,014-41.1% | $2,521-52.9% | $2,148-44.7% |
| Participant deferral / active EE | $3,112 | $3,913-20.5% | $4,049-23.1% | $3,539-12.1% |
| Admin fee / account holder | $132 | $142-6.8% | $7,497-98.2% | $142-7.3% |