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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.
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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 |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.5 years Filed as: HUNNEX AND SHOMAKER, INC. Service code 13 · EIN 91-1072394 | Contract Administrator | $6,724 |
Service code 13 | Contract Administrator | $2,884 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,135 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,055 | $80,724-72.7% | $103,333-78.7% | $74,495-70.4% |
| Participation rate | 98.2% | 65.7%+32.5pp | 74.5%+23.7pp | 67.2%+31.0pp |
| Annual return | 12.91% | 27.56%-14.6pp | 24.88%-12.0pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,640 | $3,157-48.0% | $3,868-57.6% | $2,623-37.5% |
| Participant deferral / active EE | $2,368 | $3,860-38.7% | $5,057-53.2% | $4,346-45.5% |
| Admin fee / account holder | $202 | $2,368-91.5% | $8,355-97.6% | $1,942-89.6% |