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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $30,237 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,217 | $69,362-11.7% | $101,248-39.5% | $73,488-16.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 14.64% | 18.46%-3.8pp | 46.47%-31.8pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,809 | $2,628-31.2% | $3,660-50.6% | $2,270-20.3% |
| Participant deferral / active EE | $2,516 | $3,300-23.7% | $4,370-42.4% | $3,740-32.7% |
| Admin fee / account holder | $229 | $704-67.4% | $5,945-96.1% | $513-55.4% |