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 COMPANY, N.A.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $39,051 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,900 | $57,108+34.7% | $94,224-18.4% | $52,331+47.0% |
| Participation rate | 71.7% | 72.9%-1.2pp | 78.8%-7.0pp | 68.1%+3.6pp |
| Annual return | 35.42% | 1.47%+33.9pp | 10.68%+24.7pp | 4.54%+30.9pp |
| Employer contribution / active EE | $871 | $1,735-49.8% | $3,587-75.7% | $1,882-53.7% |
| Participant deferral / active EE | $2,746 | $3,040-9.7% | $4,320-36.4% | $3,022-9.1% |
| Admin fee / account holder | $340 | $546-37.9% | $6,269-94.6% | $592-42.6% |