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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $58,206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $107,244 | $86,332+24.2% | $125,175-14.3% | $65,185+64.5% |
| Participation rate | 67.5% | 75.3%-7.8pp | 79.8%-12.2pp | 70.2%-2.7pp |
| Annual return | 25.47% | 27.43%-2.0pp | 43.79%-18.3pp | 29.38%-3.9pp |
| Employer contribution / active EE | $979 | $2,040-52.0% | $3,865-74.7% | $2,177-55.0% |
| Participant deferral / active EE | $3,058 | $3,537-13.6% | $4,937-38.1% | $3,514-13.0% |
| Admin fee / account holder | $473 | $609-22.3% | $9,702-95.1% | $847-44.1% |