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 8-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 Filed as: HIGHTOWER ADVISORS, LLC Service code 15 · EIN 36-4500709 | Recordkeeping | $18,720 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,755 |
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 | $44,020 | $55,214-20.3% | $104,607-57.9% | $73,488-40.1% |
| Participation rate | 98.0% | 67.8%+30.2pp | 74.1%+24.0pp | 70.7%+27.4pp |
| Annual return | 13.77% | 24.79%-11.0pp | 340.46%-326.7pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,626 | $1,468+10.8% | $2,681-39.3% | $2,270-28.4% |
| Participant deferral / active EE | $4,691 | $2,925+60.4% | $3,740+25.4% | $3,740+25.4% |
| Admin fee / account holder | $122 | $424-71.2% | $6,473-98.1% | $513-76.2% |