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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.
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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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $18,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,950 | $39,948-47.6% | $89,391-76.6% | $73,409-71.5% |
| Participation rate | 34.6% | 50.4%-15.9pp | 68.0%-33.4pp | 72.2%-37.6pp |
| Annual return | 18.59% | 50.12%-31.5pp | 245.62%-227.0pp | 59.29%-40.7pp |
| Employer contribution / active EE | $178 | $1,200-85.2% | $2,586-93.1% | $2,234-92.0% |
| Participant deferral / active EE | $422 | $2,193-80.8% | $3,890-89.2% | $3,805-88.9% |
| Admin fee / account holder | $174 | $134+29.6% | $4,881-96.4% | $158+10.2% |