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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $88,748 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 · EIN 36-4430093 | Contract Administrator | $33,940 |
FIRST WESTERN TRUST BANK1 year Filed as: FIRST WESTERN TRUST Service code 27 · EIN 27-0083757 | Advisory (Plan) | $5,746 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,539 | $100,801-78.6% | $149,696-85.6% | $73,409-70.7% |
| Participation rate | 98.9% | 77.7%+21.2pp | 82.5%+16.4pp | 72.2%+26.7pp |
| Annual return | 31.82% | 265.34%-233.5pp | 276.60%-244.8pp | 59.29%-27.5pp |
| Employer contribution / active EE | $1,823 | $3,312-44.9% | $4,644-60.7% | $2,234-18.4% |
| Participant deferral / active EE | $5,227 | $6,404-18.4% | $6,842-23.6% | $3,805+37.4% |
| Admin fee / account holder | $130 | $181-28.3% | $9,309-98.6% | $158-17.9% |