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 | $21,905 |
LPL FINANCIAL2 years Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $13,489 |
Participant 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.)
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 | $43,607 | $89,355-51.2% | $141,162-69.1% | $72,985-40.3% |
| Participation rate | 74.0% | 75.1%-1.1pp | 82.5%-8.5pp | 69.5%+4.5pp |
| Annual return | 21.65% | 111.85%-90.2pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $777 | $3,114-75.0% | $4,735-83.6% | $2,440-68.1% |
| Participant deferral / active EE | $1,926 | $5,418-64.5% | $6,709-71.3% | $3,607-46.6% |
| Admin fee / account holder | $361 | $5,958-93.9% | $10,261-96.5% | $5,124-93.0% |