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, N.A Service code 13 · EIN 61-1256314 | Contract Administrator | $29,307 |
SIKICH LLP2+ years Filed as: SIKICH CAPITAL MANAGEMENT, LLC Service code 27 11670 FOUNTAINS DRIVE · MAPLE GROVE, MN 55369 | Advisory (Plan) | $14,262 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $64,005 | $63,924+0.1% | $108,579-41.1% | $55,167+16.0% |
| Participation rate | 73.8% | 74.3%-0.5pp | 79.6%-5.8pp | 69.0%+4.8pp |
| Annual return | 7.33% | 15.31%-8.0pp | -51.70%+59.0pp | 169.23%-161.9pp |
| Employer contribution / active EE | $2,495 | $1,879+32.8% | $3,758-33.6% | $1,963+27.1% |
| Participant deferral / active EE | $2,938 | $3,067-4.2% | $4,311-31.8% | $3,054-3.8% |
| Admin fee / account holder | $248 | $618-59.9% | $7,645-96.8% | $504-50.9% |