Filed October 4, 2024 (most recent of 7 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.4+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $123,601 |
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 | $89,638 | $70,083+27.9% | $59,878+49.7% | $55,725+60.9% |
| Participation rate | 93.0% | 78.4%+14.6pp | 74.7%+18.3pp | 70.9%+22.2pp |
| Annual return | -1.83% | 3.13%-5.0pp | 3.46%-5.3pp | 244.93%-246.8pp |
| Employer contribution / active EE | $6,556 | $2,878+127.8% | $2,722+140.9% | $2,078+215.5% |
| Participant deferral / active EE | $4,560 | $3,079+48.1% | $3,402+34.1% | $3,356+35.9% |
| Admin fee / account holder | $216 | $70+207.6% | $3,590-94.0% | $115+87.8% |