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.
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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 |
|---|---|---|
HBKS WEALTH ADVISORS5 years Filed as: HBKS FINANCIAL Service code 26 · EIN 34-1925728 5121 ZUCK ROAD · ERIE, PA 16506 | Advisory (Participants) | $42,006 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,565 |
Service code 13 · EIN 81-3989034 STONEWOOD COMMONS I · WEXFORD, PA 15090 | Contract Administrator | $1,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,104 | $65,435+63.7% | $86,677+23.6% | $66,914+60.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -16.35% | -10.89%-5.5pp | 35.91%-52.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $5,118 | $2,153+137.7% | $2,836+80.4% | $2,544+101.2% |
| Participant deferral / active EE | $3,887 | $4,100-5.2% | $4,656-16.5% | $4,237-8.3% |
| Admin fee / account holder | $351 | $642-45.2% | $7,493-95.3% | $593-40.8% |