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.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $46,373 |
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).
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 | $81,915 | $63,924+28.1% | $108,579-24.6% | $55,167+48.5% |
| Participation rate | 73.8% | 74.3%-0.6pp | 79.6%-5.8pp | 69.0%+4.8pp |
| Annual return | 6.44% | 15.31%-8.9pp | -51.70%+58.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $884 | $1,879-52.9% | $3,758-76.5% | $1,963-54.9% |
| Participant deferral / active EE | $2,833 | $3,067-7.6% | $4,311-34.3% | $3,054-7.3% |
| Admin fee / account holder | $393 | $618-36.4% | $7,645-94.9% | $504-22.0% |