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.4+ years Filed as: UNIFIED TRUST CO. N.A. Service code 21 2353 ALEXANDRIA DR SUITE 100 · LEXINGTON, KY 40504 | Bank Trustee | $650 |
LPL FINANCIAL4+ 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.
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 | $73,116 | $28,109+160.1% | $71,086+2.9% | $56,287+29.9% |
| Participation rate | 25.6% | 40.4%-14.8pp | 54.7%-29.0pp | 69.9%-44.2pp |
| Annual return | -3.17% | -615.05%+611.9pp | 650.59%-653.8pp | -9.96%+6.8pp |
| Employer contribution / active EE | $546 | $558-2.1% | $1,088-49.8% | $2,111-74.1% |
| Participant deferral / active EE | $1,046 | $1,116-6.2% | $1,874-44.2% | $3,350-68.8% |
| Admin fee / account holder | $11 | $585-98.0% | $3,082-99.6% | $521-97.8% |