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 9-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 | $111,964 |
ASCENSUS LLC1 year Filed as: THE HILB GROUP OF NEW ENGLAND, LLC Service code 49 · EIN 47-4324398 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,718 | $107,459-58.4% | $135,903-67.1% | $80,160-44.2% |
| Participation rate | 96.9% | 78.0%+18.9pp | 81.9%+15.0pp | 72.9%+24.0pp |
| Annual return | 31.25% | 91.91%-60.7pp | 68.23%-37.0pp | 40.38%-9.1pp |
| Employer contribution / active EE | $5,250 | $3,877+35.4% | $4,856+8.1% | $2,978+76.3% |
| Participant deferral / active EE | $11,389 | $8,195+39.0% | $7,758+46.8% | $5,017+127.0% |
| Admin fee / account holder | $67 | $127-47.6% | $10,762-99.4% | $145-54.1% |