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 | $101,590 |
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 | $121,750 | $59,417+104.9% | $93,606+30.1% | $74,495+63.4% |
| Participation rate | 92.1% | 59.7%+32.4pp | 68.7%+23.4pp | 67.2%+24.9pp |
| Annual return | 13.44% | 81.83%-68.4pp | 133.20%-119.8pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,438 | $1,264+13.8% | $2,420-40.6% | $2,623-45.2% |
| Participant deferral / active EE | $7,043 | $3,050+130.9% | $4,411+59.7% | $4,346+62.1% |
| Admin fee / account holder | $516 | $3,021-82.9% | $8,285-93.8% | $1,942-73.4% |