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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $28,156 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,049 | $55,214-11.2% | $104,607-53.1% | $73,488-33.3% |
| Participation rate | 43.6% | 67.8%-24.3pp | 74.1%-30.5pp | 70.7%-27.1pp |
| Annual return | 16.31% | 24.79%-8.5pp | 340.46%-324.2pp | 28.51%-12.2pp |
| Employer contribution / active EE | $381 | $1,468-74.1% | $2,681-85.8% | $2,270-83.2% |
| Participant deferral / active EE | $1,528 | $2,925-47.8% | $3,740-59.1% | $3,740-59.1% |
| Admin fee / account holder | $209 | $424-50.8% | $6,473-96.8% | $513-59.3% |