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 |
|---|---|---|
HICKORY ASSET MANAGEMENT1 year Filed as: HICKORY ASSET MANAGEMENT, INC. Service code 99 · EIN 03-0497478 | Other Fees | $13,192 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,842 | $55,214+37.4% | $104,607-27.5% | $73,488+3.2% |
| Participation rate | 36.2% | 67.8%-31.7pp | 74.1%-37.9pp | 70.7%-34.5pp |
| Annual return | 20.04% | 24.79%-4.7pp | 340.46%-320.4pp | 28.51%-8.5pp |
| Employer contribution / active EE | $602 | $1,468-59.0% | $2,681-77.5% | $2,270-73.5% |
| Participant deferral / active EE | $2,016 | $2,925-31.0% | $3,740-46.1% | $3,740-46.1% |
| Admin fee / account holder | $2 | $424-99.5% | $6,473-100.0% | $513-99.5% |