See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HILEMAN ASSOCIATES, INC.1 year Filed as: HILEMAN ASSOCIATES Service code 49 · EIN 22-2000222 3361 EXECUTIVE PKWY, STE 301 · TOLEDO, OH 43604 | Other Services | $5,000 |
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 | $84,909 | $53,901+57.5% | $134,143-36.7% | $73,488+15.5% |
| Participation rate | 97.0% | 62.8%+34.2pp | 72.2%+24.8pp | 70.7%+26.3pp |
| Annual return | 14.76% | 15.82%-1.1pp | 36.33%-21.6pp | 28.51%-13.7pp |
| Employer contribution / active EE | $3,224 | $1,458+121.1% | $3,704-13.0% | $2,270+42.0% |
| Participant deferral / active EE | $3,639 | $2,739+32.9% | $3,499+4.0% | $3,740-2.7% |
| Admin fee / account holder | $282 | $581-51.5% | $6,684-95.8% | $513-45.1% |