Filed September 4, 2025 (most recent of 3 filings on file)
Total covered: 2 employees
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.2+ years Filed as: UNIFIED TRUST COMPANY, NA Service code 13 · EIN 61-1256314 | Contract Administrator | $77,818 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,267 | $46,732+56.8% | $156,549-53.2% | $55,167+32.8% |
| Participation rate | 93.0% | 65.8%+27.2pp | 84.0%+9.0pp | 69.0%+24.0pp |
| Annual return | 7.97% | 17.72%-9.7pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $2,565 | $2,105+21.9% | $5,501-53.4% | $1,963+30.7% |
| Participant deferral / active EE | $5,057 | $2,204+129.4% | $4,871+3.8% | $3,054+65.6% |
| Admin fee / account holder | $349 | $418-16.6% | $13,027-97.3% | $504-30.7% |