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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,972 |
HAZARD & SIEGEL INC5+ years Service code 27 · EIN 20-0032740 | Advisory (Plan) | $17,752 |
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 | $61,150 | $50,666+20.7% | $76,817-20.4% | $65,185-6.2% |
| Participation rate | 77.9% | 68.8%+9.0pp | 72.1%+5.8pp | 70.2%+7.7pp |
| Annual return | 23.36% | 28.51%-5.2pp | 1166.11%-1142.8pp | 29.38%-6.0pp |
| Employer contribution / active EE | $2,485 | $1,575+57.8% | $2,302+7.9% | $2,177+14.2% |
| Participant deferral / active EE | $2,288 | $2,647-13.6% | $3,336-31.4% | $3,514-34.9% |
| Admin fee / account holder | $264 | $463-43.1% | $6,420-95.9% | $847-68.9% |