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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $29,345 |
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 | $46,300 | $47,922-3.4% | $75,886-39.0% | $65,185-29.0% |
| Participation rate | 85.0% | 63.0%+22.0pp | 69.3%+15.7pp | 70.2%+14.8pp |
| Annual return | 25.28% | 24.12%+1.2pp | 30.76%-5.5pp | 29.38%-4.1pp |
| Employer contribution / active EE | $490 | $1,557-68.5% | $2,500-80.4% | $2,177-77.5% |
| Participant deferral / active EE | $2,435 | $2,550-4.5% | $3,603-32.4% | $3,514-30.7% |
| Admin fee / account holder | $226 | $532-57.5% | $5,418-95.8% | $847-73.4% |