Filed May 17, 2017 (most recent of 6 filings on file)
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.3+ years Filed as: UNIFIED TRUST COMPANY Service code 12 · EIN 61-1256314 | Distribution (12b-1) fees; Claims pro... | $57,248 |
SIKICH LLP3+ years Service code 28 · EIN 36-3168081 | Investment Management | $39,392 |
BANSLEY AND KIENER, LLP3+ years Filed as: BANSLEY & KIENER Service code 10 · EIN 36-2152389 | Accounting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $126,176 | $81,070+55.6% | $86,590+45.7% | - |
| Participation rate | 97.0% | 69.8%+27.2pp | 73.5%+23.4pp | - |
| Annual return | 15.57% | 13.68%+1.9pp | 964.84%-949.3pp | - |
| Employer contribution / active EE | $6,049 | $2,009+201.0% | $2,839+113.0% | - |
| Participant deferral / active EE | $9,013 | $3,009+199.6% | $3,609+149.8% | - |
| Admin fee / account holder | $783 | $2,785-71.9% | $4,906-84.0% | - |