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 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 |
|---|---|---|
HAMILTON CAPITAL LLC1 year Filed as: HAMILTON CAPITAL Service code 27 · EIN 83-3000171 | Advisory (Plan) | $9,511 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $4,101 |
Service code 15 · EIN 25-1650062 | Recordkeeping | $2,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,172 | $65,908-19.3% | $81,812-35.0% | $77,643-31.5% |
| Participation rate | 64.5% | 65.8%-1.3pp | 72.3%-7.9pp | 70.6%-6.1pp |
| Annual return | 14.00% | 26.64%-12.6pp | 773.79%-759.8pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,227 | $2,370-6.0% | $2,912-23.5% | $2,726-18.3% |
| Participant deferral / active EE | $3,650 | $3,505+4.1% | $4,319-15.5% | $4,647-21.5% |
| Admin fee / account holder | $249 | $526-52.7% | $7,386-96.6% | $430-42.2% |