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 8-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 |
|---|---|---|
HUMMEL GROUP, INC.2 years Filed as: HUMMEL GROUP Service code 26 615 RIFFEL ROAD · WOOSTER, OH 44691 | Advisory (Participants) | $11,409 |
JULY BUSINESS SERVICES2 years Service code 15 · EIN 74-2715820 | Recordkeeping | $10,352 |
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 | $26,689 | $101,883-73.8% | $453,369-94.1% | $85,850-68.9% |
| Participation rate | 84.0% | 72.3%+11.7pp | 78.0%+6.0pp | 69.3%+14.7pp |
| Annual return | 14.38% | 25.38%-11.0pp | 64.40%-50.0pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,961 | $2,847-31.1% | $4,070-51.8% | $2,565-23.5% |
| Participant deferral / active EE | $3,010 | $4,782-37.1% | $6,209-51.5% | $3,952-23.8% |
| Admin fee / account holder | $263 | $5,706-95.4% | $11,209-97.7% | $6,260-95.8% |