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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.
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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 |
|---|---|---|
HAYS FINANCIAL GROUP1 year Filed as: HAYS FINANCIAL GROUP LLC Service code 17 · EIN 41-1931920 | Pension Consulting | $58,452 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $6,928 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,409 | $86,655+114.0% | $119,609+55.0% | $66,914+177.1% |
| Participation rate | 94.2% | 75.6%+18.6pp | 79.3%+14.9pp | 69.8%+24.4pp |
| Annual return | -12.78% | -8.00%-4.8pp | -14.97%+2.2pp | 1.58%-14.4pp |
| Employer contribution / active EE | $7,900 | $2,536+211.5% | $4,232+86.7% | $2,544+210.5% |
| Participant deferral / active EE | $9,576 | $4,358+119.7% | $5,602+70.9% | $4,237+126.0% |
| Admin fee / account holder | $503 | $755-33.4% | $10,323-95.1% | $593-15.2% |