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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.
See the 9-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 |
|---|---|---|
HIGHTOWER ADVISORS LLC2+ years Service code 27 · EIN 36-4500709 | Advisory (Plan) | $41,077 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,338 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $177,999 | $74,089+140.3% | $133,980+32.9% | $55,167+222.7% |
| Participation rate | 80.7% | 84.3%-3.6pp | 87.1%-6.4pp | 69.0%+11.7pp |
| Annual return | 8.40% | 12.11%-3.7pp | 29.30%-20.9pp | 169.23%-160.8pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $12,613 | $4,678+169.6% | $6,282+100.8% | $3,054+313.0% |
| Admin fee / account holder | $646 | $458+41.0% | $9,324-93.1% | $504+28.2% |