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.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $36,135 |
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 | $63,507 | $64,119-1.0% | $112,228-43.4% | $66,914-5.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -16.71% | -13.81%-2.9pp | 27.45%-44.2pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,060 | $3,005-31.5% | $3,635-43.3% | $2,544-19.0% |
| Participant deferral / active EE | $2,889 | $3,693-21.8% | $4,728-38.9% | $4,237-31.8% |
| Admin fee / account holder | $289 | $625-53.8% | $6,410-95.5% | $593-51.3% |