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 |
|---|---|---|
HEIM YOUNG & ASSOCIATES INC6+ years Service code 55 1256 E KINGSLEY ST · SPRINGFIELD, MO 65804 | Other Commissions | $14,116 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $750 |
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 | $43,800 | $73,638-40.5% | $95,952-54.4% | $73,488-40.4% |
| Participation rate | 97.8% | 76.2%+21.7pp | 77.1%+20.7pp | 70.7%+27.1pp |
| Annual return | 13.08% | 16.78%-3.7pp | 91.61%-78.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $2,091 | $1,863+12.2% | $2,541-17.7% | $2,270-7.9% |
| Participant deferral / active EE | $3,767 | $3,617+4.1% | $4,167-9.6% | $3,740+0.7% |
| Admin fee / account holder | $5 | $482-99.0% | $6,795-99.9% | $513-99.1% |