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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $399,571 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 16 · EIN 36-2235791 | Consulting | $50,573 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $19,110 | $65,292-70.7% | $171,082-88.8% | $65,292-70.7% |
| Participation rate | 81.0% | 72.4%+8.5pp | 76.7%+4.3pp | 72.4%+8.5pp |
| Annual return | 8.72% | 11.84%-3.1pp | 32.56%-23.8pp | 11.84%-3.1pp |
| Employer contribution / active EE | $384 | $2,302-83.3% | $4,002-90.4% | $2,302-83.3% |
| Participant deferral / active EE | $2,122 | $3,579-40.7% | $4,797-55.8% | $3,579-40.7% |
| Admin fee / account holder | $60 | $57+4.3% | $8,520-99.3% | $57+4.3% |