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 |
|---|---|---|
HLB GROSS COLLINS2 years Filed as: HLB GROSS COLLINS, P.C. Service code 10 · EIN 58-1367012 | Accounting | $14,923 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,189 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,910 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,533 | $84,784+23.3% | $98,439+6.2% | $74,419+40.5% |
| Participation rate | 93.5% | 81.5%+12.0pp | 75.2%+18.3pp | 70.7%+22.8pp |
| Annual return | 19.24% | 20.59%-1.3pp | 21.16%-1.9pp | 34.38%-15.1pp |
| Employer contribution / active EE | $2,646 | $3,364-21.3% | $3,048-13.2% | $2,637+0.3% |
| Participant deferral / active EE | $5,091 | $5,218-2.4% | $4,738+7.5% | $4,528+12.4% |
| Admin fee / account holder | $70 | $204-65.5% | $8,948-99.2% | $348-79.7% |