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 |
|---|---|---|
HANTZ FINANCIAL SERVICES INC8 years Service code 27 · EIN 38-3431708 | Advisory (Plan) | $71,804 |
PLANTE & MORAN, PLLC8 years Service code 10 · EIN 33-1498605 | Accounting | $18,800 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,109 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,157 | $88,890+18.3% | $102,423+2.7% | $77,643+35.4% |
| Participation rate | 44.1% | 80.9%-36.8pp | 76.5%-32.4pp | 70.6%-26.5pp |
| Annual return | 12.39% | 24.98%-12.6pp | 29.32%-16.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,359 | $2,698-49.6% | $3,023-55.0% | $2,726-50.1% |
| Participant deferral / active EE | $3,543 | $5,145-31.1% | $5,053-29.9% | $4,647-23.8% |
| Admin fee / account holder | $176 | $235-25.4% | $9,451-98.1% | $430-59.2% |