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 |
|---|---|---|
Filed as: HUB INTERNATIONAL GULF SOUTH LTD Service code 13 · EIN 35-0672425 | Contract Administrator | $12,474 |
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $10,166 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 554740000 | Advisory (Participants) | $9,491 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,776 | $52,467-81.4% | $57,179-82.9% | $55,167-82.3% |
| Participation rate | 95.9% | 75.8%+20.0pp | 75.3%+20.5pp | 69.0%+26.9pp |
| Annual return | 6.44% | 7.72%-1.3pp | 14.59%-8.2pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,220 | $2,477-50.8% | $2,682-54.5% | $1,963-37.8% |
| Participant deferral / active EE | $2,426 | $2,830-14.3% | $3,096-21.7% | $3,054-20.6% |
| Admin fee / account holder | $125 | $269-53.5% | $3,139-96.0% | $504-75.2% |