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.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $106,585 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,243 | $72,254+12.4% | $86,677-6.3% | $64,808+25.4% |
| Participation rate | 99.4% | 80.4%+19.0pp | 76.6%+22.9pp | 71.5%+28.0pp |
| Annual return | -16.55% | 392.42%-409.0pp | 35.91%-52.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $3,227 | $2,393+34.9% | $2,836+13.8% | $2,506+28.8% |
| Participant deferral / active EE | $3,643 | $4,658-21.8% | $4,656-21.8% | $4,310-15.5% |
| Admin fee / account holder | $160 | $174-8.2% | $7,493-97.9% | $188-15.0% |