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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $66,496 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,094 | $86,655-21.4% | $119,609-43.1% | $66,914+1.8% |
| Participation rate | 98.1% | 75.6%+22.6pp | 79.3%+18.9pp | 69.8%+28.3pp |
| Annual return | -21.24% | -8.00%-13.2pp | -14.97%-6.3pp | 1.58%-22.8pp |
| Employer contribution / active EE | $1,382 | $2,536-45.5% | $4,232-67.3% | $2,544-45.7% |
| Participant deferral / active EE | $4,160 | $4,358-4.5% | $5,602-25.7% | $4,237-1.8% |
| Admin fee / account holder | $369 | $755-51.1% | $10,323-96.4% | $593-37.7% |