See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY11+ years Filed as: ASSOCIATED TRUST COMPANY, NA Service code 15 · EIN 30-0219031 | Recordkeeping | $67,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,906 | $84,556-18.5% | $116,228-40.7% | $74,304-7.3% |
| Participation rate | 98.1% | 66.0%+32.1pp | 74.6%+23.5pp | 60.3%+37.7pp |
| Annual return | 14.38% | 18.35%-4.0pp | 90.06%-75.7pp | 29.43%-15.0pp |
| Employer contribution / active EE | $2,124 | $2,168-2.0% | $2,994-29.1% | $2,241-5.2% |
| Participant deferral / active EE | $4,852 | $3,814+27.2% | $4,953-2.0% | $3,767+28.8% |
| Admin fee / account holder | $276 | $3,792-92.7% | $11,989-97.7% | $2,969-90.7% |