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.5+ years Filed as: UNIFIED TRUST CO. N.A. Service code 21 2353 ALEXANDRIA DR SUITE 100 · LEXINGTON, KY 40504 | Bank Trustee | $700 |
LPL FINANCIAL5+ 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 | $72,283 | $31,679+128.2% | $74,701-3.2% | $65,185+10.9% |
| Participation rate | 22.1% | 40.4%-18.3pp | 54.5%-32.4pp | 70.2%-48.1pp |
| Annual return | 16.62% | 39.04%-22.4pp | 752.92%-736.3pp | 29.38%-12.8pp |
| Employer contribution / active EE | $597 | $566+5.5% | $1,084-44.9% | $2,177-72.6% |
| Participant deferral / active EE | $1,079 | $1,191-9.4% | $1,964-45.0% | $3,514-69.3% |
| Admin fee / account holder | $10 | $379-97.2% | $3,333-99.7% | $847-98.8% |