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 INC4+ years Filed as: HAZARD & SIEGEL ADVISORY SERVICES, Service code 15 · EIN 20-0032740 | Recordkeeping | $26,260 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,305 |
ADP BROKER-DEALER4+ 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 | $88,188 | $77,813+13.3% | $123,544-28.6% | $64,186+37.4% |
| Participation rate | 84.9% | 74.7%+10.2pp | 82.3%+2.7pp | 69.6%+15.4pp |
| Annual return | -1.19% | 12.48%-13.7pp | 119.20%-120.4pp | 7.63%-8.8pp |
| Employer contribution / active EE | $1,447 | $3,014-52.0% | $4,628-68.7% | $2,381-39.2% |
| Participant deferral / active EE | $5,435 | $5,240+3.7% | $6,426-15.4% | $3,470+56.7% |
| Admin fee / account holder | $236 | $5,519-95.7% | $9,284-97.5% | $4,888-95.2% |