See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.4+ years Filed as: UNIFIED TRUST COMPANY, N.A Service code 13 · EIN 61-1256314 | Contract Administrator | $7,030 |
SIKICH LLP4+ years Filed as: SIKICH CAPITAL MANAGEMENT, LLC Service code 27 11670 FOUNTAINS DRIVE · MAPLE GROVE, MN 55369 | Advisory (Plan) | $0 |
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 | $65,366 | $66,302-1.4% | $110,238-40.7% | $56,287+16.1% |
| Participation rate | 73.2% | 74.9%-1.7pp | 79.8%-6.6pp | 69.9%+3.4pp |
| Annual return | -1.86% | -1.18%-0.7pp | 314.74%-316.6pp | -9.96%+8.1pp |
| Employer contribution / active EE | $2,435 | $2,047+18.9% | $3,826-36.4% | $2,111+15.3% |
| Participant deferral / active EE | $2,876 | $3,381-14.9% | $4,672-38.4% | $3,350-14.1% |
| Admin fee / account holder | $54 | $698-92.3% | $8,547-99.4% | $521-89.6% |