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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $121,255 |
CHARLES SCHWAB & CO., INC.2 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $5 |
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 | $67,595 | $65,118+3.8% | $76,768-11.9% | $55,725+21.3% |
| Participation rate | 97.7% | 79.6%+18.1pp | 77.0%+20.7pp | 70.9%+26.8pp |
| Annual return | -5.07% | -1.27%-3.8pp | 2.43%-7.5pp | 244.93%-250.0pp |
| Employer contribution / active EE | $3,075 | $1,941+58.4% | $2,485+23.7% | $2,078+48.0% |
| Participant deferral / active EE | $4,642 | $3,688+25.9% | $3,852+20.5% | $3,356+38.3% |
| Admin fee / account holder | $147 | $116+27.2% | $6,675-97.8% | $115+27.9% |