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.7+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $154,456 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,362 | $94,833+10.0% | $75,696+37.9% | $86,799+20.2% |
| Participation rate | 99.7% | 79.1%+20.6pp | 74.8%+24.9pp | 72.3%+27.4pp |
| Annual return | 11.97% | 16.91%-4.9pp | 104.53%-92.6pp | 97.91%-85.9pp |
| Employer contribution / active EE | $7,468 | $2,904+157.1% | $2,743+172.3% | $2,405+210.5% |
| Participant deferral / active EE | $5,335 | $3,632+46.9% | $3,821+39.6% | $4,131+29.1% |
| Admin fee / account holder | $230 | $109+111.9% | $3,619-93.6% | $170+35.7% |