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 |
|---|---|---|
HIGHTOWER ADVISORS LLC3 years Filed as: HIGHTOWER ADVISORS, LLC Service code 26 · EIN 36-4500709 | Advisory (Participants) | $20,867 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $196 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,654 | $84,487-61.4% | $125,339-73.9% | $66,914-51.2% |
| Participation rate | 85.3% | 76.4%+8.9pp | 82.4%+2.9pp | 69.8%+15.5pp |
| Annual return | -13.62% | -8.39%-5.2pp | 572.05%-585.7pp | 1.58%-15.2pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,664 | $6,781-31.2% | $7,446-37.4% | $4,237+10.1% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |