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.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $92,056 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,887 | $59,263+77.0% | $96,562+8.6% | $79,386+32.1% |
| Participation rate | 85.2% | 61.9%+23.3pp | 69.8%+15.4pp | 70.7%+14.5pp |
| Annual return | 12.82% | 27.07%-14.2pp | 37.78%-25.0pp | 116.85%-104.0pp |
| Employer contribution / active EE | $1,423 | $1,216+17.1% | $2,356-39.6% | $2,427-41.4% |
| Participant deferral / active EE | $6,727 | $2,948+128.2% | $3,849+74.8% | $4,046+66.3% |
| Admin fee / account holder | $453 | $658-31.1% | $6,181-92.7% | $626-27.6% |