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 |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.6+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $33,029 |
PARADIGM CONSULTING, INC.6+ years Service code 27 133 BUSINESS PARK DR · UTICA, NY 13502 | Advisory (Plan) | $21,052 |
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 | $17,151 | $56,485-69.6% | $185,823-90.8% | $86,799-80.2% |
| Participation rate | 90.7% | 65.5%+25.3pp | 81.7%+9.0pp | 72.3%+18.5pp |
| Annual return | 21.66% | 118.04%-96.4pp | 122.05%-100.4pp | 97.91%-76.2pp |
| Employer contribution / active EE | $902 | $1,843-51.0% | $5,167-82.5% | $2,405-62.5% |
| Participant deferral / active EE | $866 | $2,553-66.1% | $5,568-84.4% | $4,131-79.0% |
| Admin fee / account holder | $181 | $150+21.3% | $16,237-98.9% | $170+7.0% |