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 | $49,587 |
AMERICAN FUNDS4 years Filed as: HM CAPITAL MANAGEMENT, LLC Service code 27 · EIN 20-3287389 | Advisory (Plan) | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,296 | $35,123-45.1% | $93,406-79.3% | $73,409-73.7% |
| Participation rate | 97.5% | 68.3%+29.3pp | 66.8%+30.7pp | 72.2%+25.4pp |
| Annual return | 32.92% | 18.89%+14.0pp | 78.05%-45.1pp | 59.29%-26.4pp |
| Employer contribution / active EE | $744 | $1,247-40.4% | $2,075-64.2% | $2,234-66.7% |
| Participant deferral / active EE | $2,007 | $2,249-10.8% | $3,126-35.8% | $3,805-47.3% |
| Admin fee / account holder | $116 | $108+7.4% | $5,230-97.8% | $158-26.4% |