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.9+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $159,992 |
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 | $96,338 | $83,884+14.8% | $64,056+50.4% | $74,419+29.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 13.72% | 16.57%-2.9pp | 33.69%-20.0pp | 34.38%-20.7pp |
| Employer contribution / active EE | $8,395 | $3,084+172.3% | $2,747+205.7% | $2,637+218.3% |
| Participant deferral / active EE | $5,534 | $3,692+49.9% | $3,880+42.6% | $4,528+22.2% |
| Admin fee / account holder | $208 | $196+6.1% | $3,068-93.2% | $348-40.2% |