Filed April 25, 2024
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.3+ years Filed as: UNIFIED TRUST CO. N.A. Service code 21 2353 ALEXANDRIA DR SUITE 100 · LEXINGTON, KY 40504 | Bank Trustee | $950 |
LPL FINANCIAL3+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,481 | $31,388+156.4% | $73,545+9.4% | $62,292+29.2% |
| Participation rate | 18.8% | 39.9%-21.1pp | 54.9%-36.2pp | 69.5%-50.8pp |
| Annual return | 12.75% | 25.34%-12.6pp | -15.16%+27.9pp | 28.90%-16.1pp |
| Employer contribution / active EE | $567 | $498+13.8% | $1,219-53.5% | $2,042-72.3% |
| Participant deferral / active EE | $1,124 | $1,028+9.3% | $1,806-37.8% | $3,169-64.5% |
| Admin fee / account holder | $18 | $299-94.0% | $2,320-99.2% | $479-96.3% |