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.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $127,460 |
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 | $86,329 | $98,727-12.6% | $113,168-23.7% | $85,563+0.9% |
| Participation rate | 88.6% | 80.8%+7.8pp | 76.6%+12.0pp | 66.0%+22.6pp |
| Annual return | 14.07% | 17.43%-3.4pp | 24.27%-10.2pp | 31.51%-17.4pp |
| Employer contribution / active EE | $1,545 | $2,907-46.8% | $2,975-48.1% | $2,654-41.8% |
| Participant deferral / active EE | $4,306 | $5,424-20.6% | $5,107-15.7% | $4,375-1.6% |
| Admin fee / account holder | $258 | $357-27.7% | $12,068-97.9% | $834-69.1% |