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 |
|---|---|---|
HOOKER & HOLCOMBE, INC.1 year Filed as: HOOKER AND HOLCOMBE INVT ADVISORS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $50,647 |
COHN REZNICK LLP1 year Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $7,200 |
MID ATLANTIC CAPITAL CORPORATION4+ years Filed as: MID ATLANTIC CAPITAL CORP Service code 61 · EIN 04-2654524 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,063 | $44,473+30.6% | $76,523-24.1% | $55,725+4.2% |
| Participation rate | 62.9% | 51.0%+11.9pp | 68.0%-5.1pp | 70.9%-8.0pp |
| Annual return | -5.09% | -2.01%-3.1pp | -0.27%-4.8pp | 244.93%-250.0pp |
| Employer contribution / active EE | $580 | $1,101-47.4% | $2,647-78.1% | $2,078-72.1% |
| Participant deferral / active EE | $2,913 | $1,988+46.6% | $3,835-24.0% | $3,356-13.2% |
| Admin fee / account holder | $40 | $134-69.9% | $4,848-99.2% | $115-65.0% |