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 8-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.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $20,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,854 | $37,591-15.3% | $90,645-64.9% | $55,725-42.8% |
| Participation rate | 42.6% | 66.4%-23.7pp | 74.0%-31.4pp | 70.9%-28.2pp |
| Annual return | 0.00% | -3.20%+3.2pp | 1.88%-1.9pp | 244.93%-244.9pp |
| Employer contribution / active EE | $493 | $1,302-62.1% | $2,532-80.5% | $2,078-76.3% |
| Participant deferral / active EE | $1,306 | $2,643-50.6% | $3,425-61.9% | $3,356-61.1% |
| Admin fee / account holder | $151 | $100+51.4% | $4,994-97.0% | $115+31.4% |