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.4+ years Filed as: UNIFIED TRUST COMPANY NA Service code 15 · EIN 61-1381380 | Recordkeeping | $23,196 |
Filed as: NORTHWESTERN MUTUAL FINANCIAL NETWO Service code 27 32 PARKWAY COMMONS WAY · GREER, SC 29650 | Advisory (Plan) | $22,580 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,538 | $98,982-7.5% | $162,163-43.6% | $65,185+40.4% |
| Participation rate | 96.2% | 85.8%+10.4pp | 87.6%+8.6pp | 70.2%+26.0pp |
| Annual return | 16.95% | 24.84%-7.9pp | 115.59%-98.6pp | 29.38%-12.4pp |
| Employer contribution / active EE | $4,579 | $3,467+32.1% | $5,614-18.4% | $2,177+110.4% |
| Participant deferral / active EE | $5,023 | $5,384-6.7% | $7,298-31.2% | $3,514+43.0% |
| Admin fee / account holder | $371 | $596-37.8% | $10,843-96.6% | $847-56.2% |