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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $62,453 |
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 | $12,907 | $37,196-65.3% | $154,107-91.6% | $55,725-76.8% |
| Participation rate | 92.1% | 64.1%+28.0pp | 83.0%+9.1pp | 70.9%+21.3pp |
| Annual return | -3.16% | 1319.68%-1322.8pp | 735.12%-738.3pp | 244.93%-248.1pp |
| Employer contribution / active EE | $100 | $1,614-93.8% | $5,298-98.1% | $2,078-95.2% |
| Participant deferral / active EE | $898 | $2,068-56.6% | $5,081-82.3% | $3,356-73.2% |
| Admin fee / account holder | $184 | $102+81.3% | $13,411-98.6% | $115+59.9% |