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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $97,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,242 | $67,512-4.8% | $185,823-65.4% | $93,030-30.9% |
| Participation rate | 33.6% | 67.1%-33.5pp | 81.7%-48.1pp | 73.9%-40.3pp |
| Annual return | 14.85% | 21.04%-6.2pp | 122.05%-107.2pp | 158.70%-143.9pp |
| Employer contribution / active EE | $200 | $1,783-88.8% | $5,167-96.1% | $2,706-92.6% |
| Participant deferral / active EE | $1,191 | $3,035-60.8% | $5,568-78.6% | $4,562-73.9% |
| Admin fee / account holder | $206 | $318-35.2% | $16,237-98.7% | $152+35.7% |