Filed January 6, 2018
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 | $33,086 |
AMERICAN FUNDS1 year Filed as: HM CAPITAL MANAGEMENT, LLC Service code 27 · EIN 20-3287389 | Advisory (Plan) | $9,187 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,777 | $40,479-33.8% | $78,210-65.8% | $62,292-57.0% |
| Participation rate | 85.4% | 54.6%+30.8pp | 68.7%+16.7pp | 69.5%+15.9pp |
| Annual return | 13.98% | 66.31%-52.3pp | 40.90%-26.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $915 | $1,024-10.6% | $2,034-55.0% | $2,042-55.2% |
| Participant deferral / active EE | $2,124 | $1,718+23.7% | $2,823-24.7% | $3,169-33.0% |
| Admin fee / account holder | $188 | $376-49.9% | $3,758-95.0% | $479-60.7% |