Filed January 23, 2025 (most recent of 3 filings on file)
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.3+ years Filed as: UNIFIED TRUST COMPANY NA Service code 15 · EIN 61-1381380 | Recordkeeping | $22,768 |
Filed as: NORTHWESTERN MUTUAL FINANCIAL NETWO Service code 27 32 PARKWAY COMMONS WAY · GREER, SC 29650 | Advisory (Plan) | $22,543 |
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 | $63,804 | $79,523-19.8% | $140,016-54.4% | $56,287+13.4% |
| Participation rate | 98.1% | 85.7%+12.4pp | 87.5%+10.7pp | 69.9%+28.3pp |
| Annual return | -3.85% | 2.39%-6.2pp | 651.12%-655.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $6,788 | $3,350+102.6% | $5,606+21.1% | $2,111+221.6% |
| Participant deferral / active EE | $5,132 | $5,129+0.1% | $6,927-25.9% | $3,350+53.2% |
| Admin fee / account holder | $322 | $614-47.6% | $10,705-97.0% | $521-38.2% |