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 Filed as: HAZARD & SIEGEL ADVISORY SERVICES, Service code 15 · EIN 20-0032740 | Recordkeeping | $23,032 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,356 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $83,043 | $80,753+2.8% | $136,294-39.1% | $62,292+33.3% |
| Participation rate | 76.4% | 73.5%+2.9pp | 81.9%-5.5pp | 69.5%+6.9pp |
| Annual return | 16.73% | 35.83%-19.1pp | 5155.94%-5139.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,514 | $2,884-47.5% | $4,695-67.8% | $2,042-25.9% |
| Participant deferral / active EE | $4,669 | $5,164-9.6% | $6,247-25.3% | $3,169+47.3% |
| Admin fee / account holder | $197 | $525-62.6% | $9,243-97.9% | $479-59.0% |