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.5+ years Filed as: UNIFIED TRUST COMPANY, NA Service code 13 · EIN 61-1256314 | Contract Administrator | $104,188 |
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 | $91,553 | $52,953+72.9% | $172,739-47.0% | $65,185+40.5% |
| Participation rate | 95.9% | 66.2%+29.7pp | 82.6%+13.3pp | 70.2%+25.7pp |
| Annual return | 26.20% | 30.12%-3.9pp | 802.84%-776.6pp | 29.38%-3.2pp |
| Employer contribution / active EE | $2,743 | $2,190+25.3% | $5,143-46.7% | $2,177+26.0% |
| Participant deferral / active EE | $4,927 | $2,471+99.4% | $5,198-5.2% | $3,514+40.2% |
| Admin fee / account holder | $382 | $472-19.1% | $13,954-97.3% | $847-54.9% |