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.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $27,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,443 | $50,175-17.4% | $99,443-58.3% | $65,185-36.4% |
| Participation rate | 43.5% | 68.4%-24.9pp | 73.8%-30.3pp | 70.2%-26.7pp |
| Annual return | 22.78% | 25.36%-2.6pp | 30.72%-7.9pp | 29.38%-6.6pp |
| Employer contribution / active EE | $409 | $1,496-72.7% | $2,540-83.9% | $2,177-81.2% |
| Participant deferral / active EE | $1,513 | $2,748-44.9% | $3,619-58.2% | $3,514-56.9% |
| Admin fee / account holder | $203 | $398-48.9% | $6,250-96.7% | $847-76.0% |