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 | $176,441 |
ASCENSUS LLC1 year Filed as: THE HILB GROUP OF NEW ENGLAND LLC Service code 49 | Other Services | $22,073 |
ASCENSUS LLC2 years 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 | $59,367 | $122,186-51.4% | $146,958-59.6% | $199,593-70.3% |
| Participation rate | 97.4% | 78.3%+19.1pp | 82.2%+15.2pp | 72.0%+25.4pp |
| Annual return | 28.55% | 30.56%-2.0pp | 418.34%-389.8pp | 34.25%-5.7pp |
| Employer contribution / active EE | $5,938 | $4,093+45.1% | $4,933+20.4% | $3,034+95.7% |
| Participant deferral / active EE | $13,028 | $8,502+53.2% | $8,070+61.4% | $5,087+156.1% |
| Admin fee / account holder | $88 | $179-51.0% | $12,998-99.3% | $269-67.4% |