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 Service code 15 · EIN 42-1447865 | Recordkeeping | $53,990 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $214,602 | $89,652+139.4% | $141,162+52.0% | $65,185+229.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 6.33% | 32.79%-26.5pp | 71.39%-65.1pp | 29.38%-23.1pp |
| Employer contribution / active EE | $7,290 | $3,065+137.9% | $4,735+54.0% | $2,177+234.9% |
| Participant deferral / active EE | $7,353 | $5,691+29.2% | $6,709+9.6% | $3,514+109.3% |
| Admin fee / account holder | $198 | $569-65.2% | $10,261-98.1% | $847-76.7% |