Filed September 20, 2016
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $32,502 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,074 | $46,966-89.2% | $185,117-97.3% | $69,631-92.7% |
| Participation rate | 82.7% | 65.3%+17.5pp | 77.3%+5.5pp | 70.7%+12.1pp |
| Annual return | 19.64% | 22.36%-2.7pp | 40.50%-20.9pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $278 | $1,360-79.5% | $4,182-93.3% | $2,032-86.3% |
| Participant deferral / active EE | $1,297 | $3,017-57.0% | $5,045-74.3% | $3,224-59.8% |
| Admin fee / account holder | $103 | $94+10.1% | $8,159-98.7% | $110-6.4% |