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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 15 · EIN 13-3689044 | Recordkeeping | $48,420 |
HILLTOP SECURITIES INC.2 years Filed as: HILLTOP SECURITIES, INC. Service code 22 | Insurance Broker | $17,746 |
HILLTOP SECURITIES INC.7 years Service code 22 · EIN 75-1653811 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,656 | $59,417+22.3% | $93,606-22.4% | $74,495-2.5% |
| Participation rate | 62.8% | 59.7%+3.1pp | 68.7%-5.9pp | 67.2%-4.4pp |
| Annual return | 17.76% | 81.83%-64.1pp | 133.20%-115.4pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $1,560 | $1,264+23.4% | $2,420-35.5% | $2,623-40.5% |
| Participant deferral / active EE | $3,275 | $3,050+7.4% | $4,411-25.8% | $4,346-24.6% |
| Admin fee / account holder | $364 | $3,021-88.0% | $8,285-95.6% | $1,942-81.3% |