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 INC6+ years Filed as: HAZARD & SIEGEL ADVISORY SERVICES, Service code 15 · EIN 20-0032740 | Recordkeeping | $28,686 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,090 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $129,794 | $98,750+31.4% | $149,696-13.3% | $79,858+62.5% |
| Participation rate | 77.2% | 75.8%+1.4pp | 82.5%-5.3pp | 69.6%+7.5pp |
| Annual return | 14.70% | 27.43%-12.7pp | 276.60%-261.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,559 | $3,216-51.5% | $4,644-66.4% | $2,471-36.9% |
| Participant deferral / active EE | $5,668 | $5,680-0.2% | $6,842-17.2% | $3,740+51.6% |
| Admin fee / account holder | $278 | $6,053-95.4% | $9,309-97.0% | $5,306-94.8% |