Filed January 3, 2022
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 10-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 | $28,810 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,864 | $42,396-6.0% | $67,313-40.8% | $56,287-29.2% |
| Participation rate | 88.7% | 61.0%+27.7pp | 69.1%+19.6pp | 69.9%+18.8pp |
| Annual return | -6.70% | -36.63%+29.9pp | -4.08%-2.6pp | -9.96%+3.3pp |
| Employer contribution / active EE | $442 | $1,414-68.7% | $2,566-82.8% | $2,111-79.1% |
| Participant deferral / active EE | $2,384 | $2,360+1.0% | $3,568-33.2% | $3,350-28.8% |
| Admin fee / account holder | $246 | $510-51.7% | $4,507-94.5% | $521-52.7% |