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 |
|---|---|---|
UNION BANK & TRUST COMPANY7+ years Service code 12 · EIN 47-0321480 | Trustee (bank, trust company, or simi... | $51,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,260 | $56,485+68.6% | $185,823-48.7% | $86,799+9.7% |
| Participation rate | 58.9% | 65.5%-6.6pp | 81.7%-22.8pp | 72.3%-13.4pp |
| Annual return | 16.78% | 118.04%-101.3pp | 122.05%-105.3pp | 97.91%-81.1pp |
| Employer contribution / active EE | $1,475 | $1,843-20.0% | $5,167-71.5% | $2,405-38.7% |
| Participant deferral / active EE | $3,339 | $2,553+30.8% | $5,568-40.0% | $4,131-19.2% |
| Admin fee / account holder | $234 | $150+56.8% | $16,237-98.6% | $170+38.3% |