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 | Recordkeeping | $58,955 |
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 | $52,019 | $58,083-10.4% | $80,019-35.0% | $56,287-7.6% |
| Participation rate | 88.6% | 73.6%+15.0pp | 75.8%+12.8pp | 69.9%+18.7pp |
| Annual return | 11.97% | 34.61%-22.6pp | 11.22%+0.8pp | -9.96%+21.9pp |
| Employer contribution / active EE | $847 | $1,932-56.1% | $2,468-65.7% | $2,111-59.9% |
| Participant deferral / active EE | $2,801 | $3,135-10.7% | $3,686-24.0% | $3,350-16.4% |
| Admin fee / account holder | $253 | $623-59.4% | $6,521-96.1% | $521-51.4% |