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 COMPANY5+ years Filed as: ASSOCIATED TRUST COMPANY, NA Service code 15 · EIN 30-0219031 | Recordkeeping | $47,148 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,514 | $66,310-35.9% | $93,606-54.6% | $65,185-34.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 24.92% | 42.58%-17.7pp | 32.76%-7.8pp | 29.38%-4.5pp |
| Employer contribution / active EE | $988 | $2,012-50.9% | $2,718-63.7% | $2,177-54.6% |
| Participant deferral / active EE | $3,460 | $3,342+3.5% | $4,069-15.0% | $3,514-1.5% |
| Admin fee / account holder | $206 | $6,897-97.0% | $7,888-97.4% | $847-75.7% |