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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $164,333 |
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 | $58,044 | $72,254-19.7% | $86,677-33.0% | $64,808-10.4% |
| Participation rate | 97.4% | 80.4%+17.0pp | 76.6%+20.8pp | 71.5%+25.9pp |
| Annual return | -17.18% | 392.42%-409.6pp | 35.91%-53.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $3,755 | $2,393+56.9% | $2,836+32.4% | $2,506+49.9% |
| Participant deferral / active EE | $5,576 | $4,658+19.7% | $4,656+19.8% | $4,310+29.4% |
| Admin fee / account holder | $129 | $174-25.6% | $7,493-98.3% | $188-31.1% |