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.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $32,148 |
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 | $32,700 | $52,953-38.2% | $172,739-81.1% | $65,185-49.8% |
| Participation rate | 94.6% | 66.2%+28.4pp | 82.6%+12.0pp | 70.2%+24.4pp |
| Annual return | 26.79% | 30.12%-3.3pp | 802.84%-776.0pp | 29.38%-2.6pp |
| Employer contribution / active EE | $1,453 | $2,190-33.6% | $5,143-71.8% | $2,177-33.3% |
| Participant deferral / active EE | $3,366 | $2,471+36.2% | $5,198-35.2% | $3,514-4.2% |
| Admin fee / account holder | $119 | $472-74.8% | $13,954-99.1% | $847-85.9% |