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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.
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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 | $160,416 |
EMBREE FINANCIAL GROUP8 years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $83,097 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 | Contract Administrator | $18,339 |
Service code 13 · EIN 36-4430093 | Contract Administrator | $14,502 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,774 | $57,831+29.3% | $82,389-9.2% | $85,563-12.6% |
| Participation rate | 90.4% | 55.0%+35.4pp | 69.5%+20.9pp | 66.0%+24.4pp |
| Annual return | 18.46% | 17.86%+0.6pp | 28.67%-10.2pp | 31.51%-13.1pp |
| Employer contribution / active EE | $2,141 | $1,643+30.3% | $2,517-15.0% | $2,654-19.3% |
| Participant deferral / active EE | $6,746 | $3,118+116.4% | $4,155+62.4% | $4,375+54.2% |
| Admin fee / account holder | $307 | $1,391-77.9% | $7,231-95.8% | $834-63.2% |