Filed November 30, 2023
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 | $61,164 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,886 | $46,173-69.9% | $170,442-91.9% | $69,631-80.1% |
| Participation rate | 91.0% | 63.9%+27.1pp | 83.6%+7.4pp | 70.7%+20.3pp |
| Annual return | 14.68% | 21.62%-6.9pp | 205.93%-191.3pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $92 | $1,610-94.3% | $5,433-98.3% | $2,032-95.5% |
| Participant deferral / active EE | $872 | $2,080-58.1% | $4,939-82.3% | $3,224-72.9% |
| Admin fee / account holder | $159 | $116+37.0% | $13,880-98.9% | $110+43.9% |