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.5+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $132,723 |
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 | $96,761 | $95,542+1.3% | $69,455+39.3% | $67,579+43.2% |
| Participation rate | 79.5% | 79.4%+0.1pp | 74.6%+4.8pp | 71.3%+8.2pp |
| Annual return | 16.81% | 17.67%-0.9pp | 28.97%-12.2pp | 378.56%-361.7pp |
| Employer contribution / active EE | $5,479 | $2,989+83.3% | $2,779+97.2% | $2,148+155.1% |
| Participant deferral / active EE | $3,798 | $3,263+16.4% | $3,535+7.4% | $3,539+7.3% |
| Admin fee / account holder | $218 | $90+143.1% | $3,839-94.3% | $142+53.4% |