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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $46,026 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,402 | $46,292-12.7% | $143,757-71.9% | $64,808-37.7% |
| Participation rate | 94.4% | 64.2%+30.2pp | 80.3%+14.1pp | 71.5%+23.0pp |
| Annual return | -16.18% | -10.05%-6.1pp | -0.04%-16.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,634 | $1,910-14.4% | $4,951-67.0% | $2,506-34.8% |
| Participant deferral / active EE | $3,732 | $2,646+41.1% | $5,637-33.8% | $4,310-13.4% |
| Admin fee / account holder | $155 | $154+1.1% | $14,673-98.9% | $188-17.2% |