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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $103,536 |
Filed as: BOBER, MARKEY & FEDOROVICH Service code 10 · EIN 34-1523030 | Accounting | $12,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,676 | $78,419-55.8% | $133,956-74.1% | $73,409-52.8% |
| Participation rate | 62.3% | 78.6%-16.3pp | 79.8%-17.6pp | 72.2%-9.9pp |
| Annual return | 13.96% | 33.35%-19.4pp | 45.09%-31.1pp | 59.29%-45.3pp |
| Employer contribution / active EE | $1,401 | $2,044-31.4% | $3,919-64.2% | $2,234-37.3% |
| Participant deferral / active EE | $2,192 | $3,925-44.2% | $5,048-56.6% | $3,805-42.4% |
| Admin fee / account holder | $214 | $161+32.6% | $8,927-97.6% | $158+35.5% |