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 7-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.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $13,278 |
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 | $26,801 | $47,977-44.1% | $154,107-82.6% | $56,287-52.4% |
| Participation rate | 93.6% | 66.2%+27.4pp | 83.0%+10.5pp | 69.9%+23.7pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.12%-735.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,395 | $2,169-35.7% | $5,298-73.7% | $2,111-33.9% |
| Participant deferral / active EE | $3,075 | $2,392+28.6% | $5,081-39.5% | $3,350-8.2% |
| Admin fee / account holder | $57 | $438-86.9% | $13,411-99.6% | $521-89.0% |