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 |
|---|---|---|
Filed as: HOHIMER WEALTH MGMT LLC Service code 26 · EIN 83-2676110 | Advisory (Participants) | $25,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,065 | $59,159+20.1% | $159,960-55.6% | $66,914+6.2% |
| Participation rate | 90.7% | 68.1%+22.6pp | 78.0%+12.8pp | 69.8%+20.9pp |
| Annual return | -15.57% | -12.26%-3.3pp | 408.60%-424.2pp | 1.58%-17.2pp |
| Employer contribution / active EE | $3,823 | $1,983+92.8% | $4,226-9.5% | $2,544+50.2% |
| Participant deferral / active EE | $8,178 | $4,395+86.1% | $6,182+32.3% | $4,237+93.0% |
| Admin fee / account holder | $104 | $591-82.4% | $8,698-98.8% | $593-82.5% |