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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $30,175 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,496 | $54,045-51.0% | $115,157-77.0% | $65,185-59.4% |
| Participation rate | 46.9% | 63.5%-16.6pp | 75.9%-29.0pp | 70.2%-23.3pp |
| Annual return | 23.76% | 26.55%-2.8pp | 35.60%-11.8pp | 29.38%-5.6pp |
| Employer contribution / active EE | $0 | $1,653-100.0% | $3,179-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,299 | $2,504-48.1% | $4,168-68.8% | $3,514-63.0% |
| Admin fee / account holder | $402 | $626-35.7% | $7,088-94.3% | $847-52.5% |