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.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $86,589 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,242 | $84,556-18.1% | $116,228-40.4% | $74,304-6.8% |
| Participation rate | 92.0% | 66.0%+25.9pp | 74.6%+17.4pp | 60.3%+31.6pp |
| Annual return | 12.48% | 18.35%-5.9pp | 90.06%-77.6pp | 29.43%-17.0pp |
| Employer contribution / active EE | $1,584 | $2,168-26.9% | $2,994-47.1% | $2,241-29.3% |
| Participant deferral / active EE | $4,038 | $3,814+5.9% | $4,953-18.5% | $3,767+7.2% |
| Admin fee / account holder | $315 | $3,792-91.7% | $11,989-97.4% | $2,969-89.4% |