See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.2+ years Filed as: UNIFIED TRUST COMPANY, NA Service code 21 2353 ALEXANDRIA SR, SUITE 100 · LEXINGTON, KY 40504 | Bank Trustee | $435 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORP. Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,052 | $46,173-86.9% | $170,442-96.4% | $69,631-91.3% |
| Participation rate | 17.8% | 63.9%-46.1pp | 83.6%-65.8pp | 70.7%-52.9pp |
| Annual return | 88.34% | 21.62%+66.7pp | 205.93%-117.6pp | 27571.02%-27482.7pp |
| Employer contribution / active EE | $148 | $1,610-90.8% | $5,433-97.3% | $2,032-92.7% |
| Participant deferral / active EE | $656 | $2,080-68.5% | $4,939-86.7% | $3,224-79.7% |
| Admin fee / account holder | $6 | $116-94.6% | $13,880-100.0% | $110-94.3% |