Filed March 11, 2025 (most recent of 3 filings on file)
Total covered: 88 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR4+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $35,594 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,737 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $75,355 | $79,523-5.2% | $140,016-46.2% | $56,287+33.9% |
| Participation rate | 94.2% | 85.7%+8.5pp | 87.5%+6.7pp | 69.9%+24.4pp |
| Annual return | -4.30% | 2.39%-6.7pp | 651.12%-655.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $4,367 | $3,350+30.4% | $5,606-22.1% | $2,111+106.9% |
| Participant deferral / active EE | $5,115 | $5,129-0.3% | $6,927-26.2% | $3,350+52.7% |
| Admin fee / account holder | $235 | $614-61.7% | $10,705-97.8% | $521-54.9% |