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 |
|---|---|---|
Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1256314 | Contract Administrator | $50,356 |
BLEAKLEY FINANCIAL GROUP LLC6+ years Filed as: BLEAKLEY FINANCIAL GROUP Service code 27 100 PASSAIC AVENUE · FAIRFIELD, NJ 07004 | Advisory (Plan) | $36,404 |
FORVIS MAZARS, LLP3 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $24,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,323 | $69,362-1.5% | $101,248-32.5% | $73,488-7.0% |
| Participation rate | 90.3% | 68.4%+21.9pp | 75.8%+14.5pp | 70.7%+19.6pp |
| Annual return | 11.88% | 18.46%-6.6pp | 46.47%-34.6pp | 28.51%-16.6pp |
| Employer contribution / active EE | $653 | $2,628-75.1% | $3,660-82.1% | $2,270-71.2% |
| Participant deferral / active EE | $3,845 | $3,300+16.5% | $4,370-12.0% | $3,740+2.8% |
| Admin fee / account holder | $578 | $704-17.9% | $5,945-90.3% | $513+12.6% |