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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $53,051 |
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).
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 | $98,470 | $71,192+38.3% | $117,854-16.4% | $62,292+58.1% |
| Participation rate | 70.1% | 74.2%-4.1pp | 79.7%-9.5pp | 69.5%+0.6pp |
| Annual return | 15.39% | 18.66%-3.3pp | 335.08%-319.7pp | 28.90%-13.5pp |
| Employer contribution / active EE | $874 | $1,934-54.8% | $3,786-76.9% | $2,042-57.2% |
| Participant deferral / active EE | $2,907 | $3,189-8.8% | $4,482-35.1% | $3,169-8.3% |
| Admin fee / account holder | $457 | $587-22.1% | $8,020-94.3% | $479-4.6% |