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 |
|---|---|---|
HARGRAVE1 year Filed as: HARGRAVE FIDUCIARY ADVISORS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $31,987 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,849 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $219,233 | $89,248+145.6% | $136,007+61.2% | $74,495+194.3% |
| Participation rate | 99.0% | 69.4%+29.6pp | 76.5%+22.6pp | 67.2%+31.8pp |
| Annual return | 17.12% | 22.76%-5.6pp | 579.32%-562.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $13,702 | $2,838+382.9% | $4,217+225.0% | $2,623+422.4% |
| Participant deferral / active EE | $16,739 | $4,598+264.1% | $7,025+138.3% | $4,346+285.2% |
| Admin fee / account holder | $128 | $1,545-91.7% | $6,858-98.1% | $1,942-93.4% |