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 9-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 |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.3 years Filed as: HUNNEX AND SHOMAKER, INC. Service code 13 · EIN 91-1072394 | Contract Administrator | $2,100 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,350 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $100 |
DEFINITI LLC1 year Service code 99 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Other Fees | $75 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS LLC PGC Service code 49 · EIN 34-1542819 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,306 | $64,119-74.6% | $112,228-85.5% | $66,914-75.6% |
| Participation rate | 95.5% | 68.5%+27.1pp | 75.1%+20.5pp | 69.8%+25.7pp |
| Annual return | -14.82% | -13.81%-1.0pp | 27.45%-42.3pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,530 | $3,005-49.1% | $3,635-57.9% | $2,544-39.9% |
| Participant deferral / active EE | $2,486 | $3,693-32.7% | $4,728-47.4% | $4,237-41.3% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |