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 | $52,819 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,462 | $58,879-16.0% | $178,490-72.3% | $73,488-32.7% |
| Participation rate | 84.0% | 66.2%+17.8pp | 81.9%+2.1pp | 70.7%+13.4pp |
| Annual return | 22.70% | 24.86%-2.2pp | 151.07%-128.4pp | 28.51%-5.8pp |
| Employer contribution / active EE | $2,899 | $2,236+29.6% | $5,011-42.1% | $2,270+27.7% |
| Participant deferral / active EE | $2,193 | $2,567-14.6% | $5,202-57.8% | $3,740-41.4% |
| Admin fee / account holder | $187 | $400-53.2% | $13,984-98.7% | $513-63.5% |