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 INC5+ years Filed as: HAZARD & SIEGEL ADVISORY SERVICES, Service code 15 · EIN 20-0032740 | Recordkeeping | $27,146 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $808 |
ADP BROKER-DEALER5+ 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 | $105,676 | $89,652+17.9% | $141,162-25.1% | $65,185+62.1% |
| Participation rate | 83.0% | 74.7%+8.3pp | 82.5%+0.5pp | 70.2%+12.8pp |
| Annual return | 21.62% | 32.79%-11.2pp | 71.39%-49.8pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,534 | $3,065-50.0% | $4,735-67.6% | $2,177-29.5% |
| Participant deferral / active EE | $5,346 | $5,691-6.1% | $6,709-20.3% | $3,514+52.1% |
| Admin fee / account holder | $245 | $569-56.9% | $10,261-97.6% | $847-71.1% |