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 |
|---|---|---|
WILLIAM BLAIR1+ years Filed as: WILLIAM E HAMM & ASSOCIATES DBA IND Service code 28 · EIN 59-3331424 | Investment Management | $6,360 |
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 | $52,519 | $38,925+34.9% | $73,843-28.9% | $55,191-4.8% |
| Participation rate | 99.2% | 66.0%+33.1pp | 73.4%+25.7pp | 69.2%+30.0pp |
| Annual return | 1.77% | 6.31%-4.5pp | 2267.84%-2266.1pp | 10.78%-9.0pp |
| Employer contribution / active EE | $4,830 | $1,695+185.0% | $2,787+73.3% | $1,899+154.4% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $6 | $83-92.6% | $4,880-99.9% | $91-93.2% |