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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.
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 | $60,545 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $19,036 |
HANSON BRIDGETT LLP1 year Filed as: HANSON MCCLAIN, LP Service code 27 · EIN 68-0372662 | Advisory (Plan) | $9,856 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,872 | $79,519-41.1% | $95,952-51.2% | $73,409-36.1% |
| Participation rate | 72.3% | 81.2%-8.9pp | 77.1%-4.8pp | 72.2%+0.1pp |
| Annual return | 14.04% | 19.20%-5.2pp | 91.61%-77.6pp | 59.29%-45.3pp |
| Employer contribution / active EE | $514 | $2,048-74.9% | $2,541-79.8% | $2,234-77.0% |
| Participant deferral / active EE | $2,906 | $4,138-29.8% | $4,167-30.3% | $3,805-23.6% |
| Admin fee / account holder | $211 | $184+14.5% | $6,795-96.9% | $158+33.6% |