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 |
|---|---|---|
HAYS FINANCIAL GROUP2 years Service code 27 · EIN 41-1931920 | Advisory (Plan) | $38,847 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,195 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,570 | $31,038+24.3% | $65,255-40.9% | $74,419-48.2% |
| Participation rate | 74.0% | 66.9%+7.1pp | 65.0%+9.1pp | 70.7%+3.3pp |
| Annual return | 17.17% | 38.60%-21.4pp | 47.35%-30.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,393 | $1,188+17.2% | $1,691-17.7% | $2,637-47.2% |
| Participant deferral / active EE | $2,806 | $2,792+0.5% | $2,831-0.9% | $4,528-38.0% |
| Admin fee / account holder | $202 | $299-32.4% | $4,112-95.1% | $348-41.9% |