Filed June 19, 2025
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 |
|---|---|---|
APFS WEALTH MANAGEMENT1+ years Service code 27 · EIN 16-1462987 | Advisory (Plan) | $63,997 |
UNIFIED TRUST COMPANY, N.A.1+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $41,319 |
LIFETIME BENEFIT SOLUTIONS1+ years Filed as: LIFETIME BENEFIT SOLUTIONS, INC. Service code 15 · EIN 16-1171765 | Recordkeeping | $30,324 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,117 | $37,213-51.3% | $156,549-88.4% | $63,975-71.7% |
| Participation rate | 59.1% | 65.0%-5.9pp | 84.0%-24.9pp | 71.1%-12.0pp |
| Annual return | 1.39% | 47.89%-46.5pp | 32.23%-30.8pp | 48.65%-47.3pp |
| Employer contribution / active EE | $449 | $1,357-66.9% | $5,501-91.8% | $2,182-79.4% |
| Participant deferral / active EE | $620 | $2,070-70.0% | $4,871-87.3% | $3,356-81.5% |
| Admin fee / account holder | $137 | $56+143.3% | $13,027-98.9% | $70+94.6% |