Filed February 21, 2018
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 | $27,600 |
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 | $47,148 | $55,449-15.0% | $83,848-43.8% | $56,287-16.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -6.10% | -1.38%-4.7pp | 850.88%-857.0pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,771 | $2,430-27.1% | $3,631-51.2% | $2,111-16.1% |
| Participant deferral / active EE | $2,507 | $2,935-14.6% | $4,082-38.6% | $3,350-25.1% |
| Admin fee / account holder | $219 | $656-66.6% | $5,478-96.0% | $521-58.0% |