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 |
|---|---|---|
HAZARD & SIEGEL INC3+ years Service code 55 · EIN 20-0032740 5793 WIDEWATERS PKWY · SYRACUSE, NY 13214 | Other Commissions | $23,894 |
Service code 37 · EIN 04-2647786 | Loan Processing | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,941 | $63,299+61.0% | $91,001+12.0% | $62,292+63.6% |
| Participation rate | 56.0% | 73.3%-17.3pp | 75.6%-19.6pp | 69.5%-13.5pp |
| Annual return | 16.31% | 20.99%-4.7pp | 4.60%+11.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,023 | $2,943-31.3% | $3,547-43.0% | $3,169-36.2% |
| Admin fee / account holder | $8 | $468-98.2% | $5,417-99.8% | $479-98.2% |