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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $28,339 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,488 | $63,114-12.1% | $92,893-40.3% | $65,185-14.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 20.70% | 28.75%-8.1pp | 109.41%-88.7pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,929 | $2,571-25.0% | $3,653-47.2% | $2,177-11.4% |
| Participant deferral / active EE | $2,756 | $3,108-11.3% | $4,236-35.0% | $3,514-21.6% |
| Admin fee / account holder | $221 | $624-64.5% | $5,794-96.2% | $847-73.9% |