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 | $74,346 |
HANSON BRIDGETT LLP3 years Filed as: HANSON MCCLAIN, LP Service code 27 · EIN 68-0372662 | Advisory (Plan) | $36,409 |
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 | $37,557 | $72,254-48.0% | $86,677-56.7% | $64,808-42.0% |
| Participation rate | 92.5% | 80.4%+12.1pp | 76.6%+15.9pp | 71.5%+21.0pp |
| Annual return | -12.76% | 392.42%-405.2pp | 35.91%-48.7pp | 32.82%-45.6pp |
| Employer contribution / active EE | $1,298 | $2,393-45.8% | $2,836-54.3% | $2,506-48.2% |
| Participant deferral / active EE | $4,417 | $4,658-5.2% | $4,656-5.1% | $4,310+2.5% |
| Admin fee / account holder | $203 | $174+16.5% | $7,493-97.3% | $188+7.9% |