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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $39,585 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $67,238 | $73,638-8.7% | $95,952-29.9% | $73,488-8.5% |
| Participation rate | 74.3% | 76.2%-1.9pp | 77.1%-2.8pp | 70.7%+3.6pp |
| Annual return | 13.77% | 16.78%-3.0pp | 91.61%-77.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,196 | $1,863-35.8% | $2,541-52.9% | $2,270-47.3% |
| Participant deferral / active EE | $3,513 | $3,617-2.9% | $4,167-15.7% | $3,740-6.1% |
| Admin fee / account holder | $363 | $482-24.7% | $6,795-94.7% | $513-29.2% |