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.3+ years Filed as: UNIFIED TRUST COMPANY, NA Service code 13 · EIN 61-1256314 | Contract Administrator | $85,951 |
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 | $83,952 | $55,453+51.4% | $170,442-50.7% | $62,292+34.8% |
| Participation rate | 91.2% | 66.4%+24.8pp | 83.6%+7.6pp | 69.5%+21.7pp |
| Annual return | 21.18% | 21.38%-0.2pp | 205.93%-184.8pp | 28.90%-7.7pp |
| Employer contribution / active EE | $2,685 | $2,164+24.1% | $5,433-50.6% | $2,042+31.5% |
| Participant deferral / active EE | $5,239 | $2,303+127.5% | $4,939+6.1% | $3,169+65.3% |
| Admin fee / account holder | $357 | $455-21.6% | $13,880-97.4% | $479-25.6% |