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 | $83,434 |
HANSON BRIDGETT LLP5 years Filed as: HANSON MCCLAIN, LP Service code 27 · EIN 68-0372662 | Advisory (Plan) | $34,641 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,272 | $88,890-50.2% | $102,423-56.8% | $77,643-43.0% |
| Participation rate | 99.1% | 80.9%+18.1pp | 76.5%+22.6pp | 70.6%+28.5pp |
| Annual return | 10.49% | 24.98%-14.5pp | 29.32%-18.8pp | 31.24%-20.7pp |
| Employer contribution / active EE | $1,244 | $2,698-53.9% | $3,023-58.8% | $2,726-54.3% |
| Participant deferral / active EE | $4,204 | $5,145-18.3% | $5,053-16.8% | $4,647-9.5% |
| Admin fee / account holder | $211 | $235-10.5% | $9,451-97.8% | $430-51.0% |