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 99 · EIN 59-3331424 | Other Fees | $29,302 |
MORNINGSTAR5 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,255 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,179 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,709 | $38,075-16.7% | $93,406-66.1% | $73,488-56.9% |
| Participation rate | 73.1% | 56.7%+16.4pp | 66.8%+6.3pp | 70.7%+2.4pp |
| Annual return | 15.32% | 17.59%-2.3pp | 78.05%-62.7pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,755 | $1,117+57.1% | $2,075-15.4% | $2,270-22.7% |
| Participant deferral / active EE | $2,695 | $2,012+33.9% | $3,126-13.8% | $3,740-27.9% |
| Admin fee / account holder | $23 | $351-93.3% | $5,230-99.6% | $513-95.4% |