Filed July 12, 2022 (most recent of 2 filings on file)
Total covered: 2 employees
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.1+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $2,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,585 | $52,467+84.1% | $57,179+68.9% | $55,167+75.1% |
| Participation rate | 58.8% | 75.8%-17.0pp | 75.3%-16.5pp | 69.0%-10.2pp |
| Annual return | 9.53% | 7.72%+1.8pp | 14.59%-5.1pp | 169.23%-159.7pp |
| Employer contribution / active EE | $2,788 | $2,477+12.5% | $2,682+3.9% | $1,963+42.0% |
| Participant deferral / active EE | $3,459 | $2,830+22.2% | $3,096+11.7% | $3,054+13.3% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |