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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $120,388 |
Service code 26 · EIN 94-1737782 | Advisory (Participants) | $711 |
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 | $75,198 | $69,305+8.5% | $82,313-8.6% | $69,631+8.0% |
| Participation rate | 95.0% | 80.3%+14.8pp | 76.9%+18.1pp | 70.7%+24.3pp |
| Annual return | 16.41% | 21.47%-5.1pp | 25.88%-9.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $3,106 | $1,887+64.6% | $2,428+27.9% | $2,032+52.8% |
| Participant deferral / active EE | $4,647 | $3,568+30.2% | $3,706+25.4% | $3,224+44.2% |
| Admin fee / account holder | $154 | $97+58.4% | $5,608-97.3% | $110+39.4% |