Filed February 20, 2020
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $34,971 |
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 | $36,395 | $55,453-34.4% | $170,442-78.6% | $62,292-41.6% |
| Participation rate | 96.8% | 66.4%+30.4pp | 83.6%+13.2pp | 69.5%+27.2pp |
| Annual return | 17.47% | 21.38%-3.9pp | 205.93%-188.5pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,218 | $2,164-43.7% | $5,433-77.6% | $2,042-40.4% |
| Participant deferral / active EE | $2,547 | $2,303+10.6% | $4,939-48.4% | $3,169-19.6% |
| Admin fee / account holder | $133 | $455-70.8% | $13,880-99.0% | $479-72.3% |