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.
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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 |
|---|---|---|
Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1256314 | Contract Administrator | $51,893 |
BAIRD INSURANCE SERVICES INC6+ years Filed as: HILLIARD LYONS TRUST COMPANY Service code 27 PO BOX 32760 · LOUISVILLE, KY 40232 | Advisory (Plan) | $35,654 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,989 | $73,638-9.0% | $95,952-30.2% | $73,488-8.8% |
| Participation rate | 89.8% | 76.2%+13.6pp | 77.1%+12.7pp | 70.7%+19.1pp |
| Annual return | 11.58% | 16.78%-5.2pp | 91.61%-80.0pp | 28.51%-16.9pp |
| Employer contribution / active EE | $1,431 | $1,863-23.2% | $2,541-43.7% | $2,270-37.0% |
| Participant deferral / active EE | $4,040 | $3,617+11.7% | $4,167-3.0% | $3,740+8.0% |
| Admin fee / account holder | $551 | $482+14.2% | $6,795-91.9% | $513+7.3% |