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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $45,941 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $7,122 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,608 | $65,061-74.5% | $143,757-88.4% | $66,914-75.2% |
| Participation rate | 90.3% | 65.2%+25.1pp | 80.3%+10.0pp | 69.8%+20.5pp |
| Annual return | -17.67% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $216 | $2,361-90.8% | $4,951-95.6% | $2,544-91.5% |
| Participant deferral / active EE | $1,535 | $2,919-47.4% | $5,637-72.8% | $4,237-63.8% |
| Admin fee / account holder | $209 | $502-58.4% | $14,673-98.6% | $593-64.8% |