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.8+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $155,749 |
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 | $91,811 | $79,124+16.0% | $60,874+50.8% | $64,808+41.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -11.02% | -7.13%-3.9pp | 16.90%-27.9pp | 32.82%-43.8pp |
| Employer contribution / active EE | $8,061 | $3,050+164.3% | $2,701+198.4% | $2,506+221.7% |
| Participant deferral / active EE | $5,238 | $3,725+40.6% | $3,817+37.2% | $4,310+21.5% |
| Admin fee / account holder | $219 | $106+107.5% | $3,224-93.2% | $188+16.7% |