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 |
|---|---|---|
WILLIAM BLAIR1 year Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $5,043 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,983 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,610 | $33,067+4.7% | $76,523-54.8% | $56,287-38.5% |
| Participation rate | 89.6% | 55.4%+34.2pp | 68.0%+21.6pp | 69.9%+19.8pp |
| Annual return | -5.03% | 2.72%-7.7pp | -0.27%-4.8pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,726 | $1,200+43.8% | $2,647-34.8% | $2,111-18.2% |
| Participant deferral / active EE | $3,424 | $2,240+52.9% | $3,835-10.7% | $3,350+2.2% |
| Admin fee / account holder | $70 | $537-86.9% | $4,848-98.6% | $521-86.5% |