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 |
|---|---|---|
HK FINANCIAL SERVICES2 years Service code 15 · EIN 42-1447865 | Recordkeeping | $42,870 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,362 | $51,466+42.5% | $78,778-6.9% | $62,292+17.8% |
| Participation rate | 80.4% | 59.8%+20.6pp | 69.2%+11.2pp | 69.5%+10.9pp |
| Annual return | 16.41% | 19.96%-3.5pp | 35.62%-19.2pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,182 | $827+42.9% | $1,986-40.5% | $2,042-42.1% |
| Participant deferral / active EE | $2,985 | $2,147+39.0% | $2,958+0.9% | $3,169-5.8% |
| Admin fee / account holder | $456 | $489-6.8% | $5,134-91.1% | $479-4.9% |