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 10-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 COMPANY3+ years Filed as: ASSOCIATED TRUST, N.A. Service code 15 · EIN 30-0219031 | Recordkeeping | $33,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,122 | $55,453-58.3% | $170,442-86.4% | $62,292-62.9% |
| Participation rate | 56.6% | 66.4%-9.8pp | 83.6%-27.0pp | 69.5%-12.9pp |
| Annual return | 14.62% | 21.38%-6.8pp | 205.93%-191.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $547 | $2,164-74.7% | $5,433-89.9% | $2,042-73.2% |
| Participant deferral / active EE | $880 | $2,303-61.8% | $4,939-82.2% | $3,169-72.2% |
| Admin fee / account holder | $201 | $455-55.7% | $13,880-98.5% | $479-58.0% |