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.4+ years Filed as: UNIFIED TRUST COMPANY, NA Service code 13 · EIN 61-1256314 | Contract Administrator | $100,324 |
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 | $74,398 | $47,977+55.1% | $154,107-51.7% | $56,287+32.2% |
| Participation rate | 91.2% | 66.2%+25.0pp | 83.0%+8.2pp | 69.9%+21.3pp |
| Annual return | -2.53% | 3.54%-6.1pp | 735.12%-737.6pp | -9.96%+7.4pp |
| Employer contribution / active EE | $2,663 | $2,169+22.8% | $5,298-49.7% | $2,111+26.2% |
| Participant deferral / active EE | $5,168 | $2,392+116.1% | $5,081+1.7% | $3,350+54.3% |
| Admin fee / account holder | $389 | $438-11.3% | $13,411-97.1% | $521-25.4% |