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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $44,371 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,608 | $56,485-19.3% | $185,823-75.5% | $86,799-47.5% |
| Participation rate | 95.3% | 65.5%+29.8pp | 81.7%+13.6pp | 72.3%+23.0pp |
| Annual return | 13.91% | 118.04%-104.1pp | 122.05%-108.1pp | 97.91%-84.0pp |
| Employer contribution / active EE | $1,463 | $1,843-20.6% | $5,167-71.7% | $2,405-39.2% |
| Participant deferral / active EE | $3,329 | $2,553+30.4% | $5,568-40.2% | $4,131-19.4% |
| Admin fee / account holder | $156 | $150+4.4% | $16,237-99.0% | $170-7.9% |