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 | $39,349 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,818 | $72,492+1.8% | $87,100-15.2% | $72,985+1.1% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.9%-6.5pp | 69.5%+0.9pp |
| Annual return | 23.31% | 24.46%-1.1pp | 28.19%-4.9pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,040 | $1,894-45.1% | $2,521-58.8% | $2,440-57.4% |
| Participant deferral / active EE | $3,599 | $3,270+10.1% | $4,049-11.1% | $3,607-0.2% |
| Admin fee / account holder | $419 | $5,055-91.7% | $7,497-94.4% | $5,124-91.8% |