See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $109,496 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,029 | $63,905+11.1% | $74,183-4.3% | $57,658+23.2% |
| Participation rate | 96.8% | 79.8%+17.0pp | 76.6%+20.2pp | 70.2%+26.5pp |
| Annual return | 7.84% | 60.60%-52.8pp | 17.74%-9.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $2,994 | $1,840+62.7% | $2,370+26.3% | $1,974+51.7% |
| Participant deferral / active EE | $4,385 | $3,448+27.2% | $3,550+23.5% | $3,061+43.3% |
| Admin fee / account holder | $141 | $91+55.3% | $5,586-97.5% | $95+49.6% |