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 |
|---|---|---|
HK FINANCIAL SERVICES1 year Filed as: HONKAMP, P.C. Service code 10 · EIN 42-0946155 | Accounting | $28,382 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,782 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$43,425 |
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 | $163,525 | $55,416+195.1% | $75,972+115.2% | $77,643+110.6% |
| Participation rate | 85.2% | 63.6%+21.6pp | 69.1%+16.1pp | 70.6%+14.6pp |
| Annual return | 14.91% | 17.07%-2.2pp | 359.55%-344.6pp | 31.24%-16.3pp |
| Employer contribution / active EE | $2,070 | $1,788+15.8% | $2,685-22.9% | $2,726-24.1% |
| Participant deferral / active EE | $6,279 | $3,447+82.1% | $4,255+47.5% | $4,647+35.1% |
| Admin fee / account holder | $17 | $414-95.8% | $6,467-99.7% | $430-96.0% |