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 |
|---|---|---|
HILEMAN ASSOCIATES, INC.4 years Filed as: HILEMAN ASSOCIATES Service code 49 · EIN 71-0294708 | Other Services | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,176 | $53,345+5.3% | $121,098-53.6% | $74,419-24.5% |
| Participation rate | 34.7% | 60.0%-25.3pp | 69.5%-34.8pp | 70.7%-36.0pp |
| Annual return | 17.60% | 35.15%-17.6pp | 985.75%-968.1pp | 34.38%-16.8pp |
| Employer contribution / active EE | $818 | $1,898-56.9% | $4,164-80.4% | $2,637-69.0% |
| Participant deferral / active EE | $891 | $3,221-72.3% | $4,080-78.2% | $4,528-80.3% |
| Admin fee / account holder | $188 | $382-50.7% | $5,644-96.7% | $348-45.9% |