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 | $138,146 |
EMBREE FINANCIAL GROUP7 years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $74,265 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 | Contract Administrator | $15,870 |
Service code 13 · EIN 36-4430093 | Contract Administrator | $12,000 |
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 | $66,728 | $55,416+20.4% | $75,972-12.2% | $77,643-14.1% |
| Participation rate | 92.4% | 63.6%+28.8pp | 69.1%+23.3pp | 70.6%+21.8pp |
| Annual return | 14.32% | 17.07%-2.8pp | 359.55%-345.2pp | 31.24%-16.9pp |
| Employer contribution / active EE | $2,152 | $1,788+20.4% | $2,685-19.8% | $2,726-21.1% |
| Participant deferral / active EE | $6,770 | $3,447+96.4% | $4,255+59.1% | $4,647+45.7% |
| Admin fee / account holder | $287 | $414-30.6% | $6,467-95.6% | $430-33.3% |