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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,768 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 · EIN 36-4430093 | Contract Administrator | $2,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,768 | $81,474+9.0% | $133,956-33.7% | $73,488+20.8% |
| Participation rate | 89.7% | 76.4%+13.4pp | 79.8%+9.9pp | 70.7%+19.1pp |
| Annual return | 12.65% | 19.40%-6.8pp | 45.09%-32.4pp | 28.51%-15.9pp |
| Employer contribution / active EE | $4,155 | $2,209+88.1% | $3,919+6.0% | $2,270+83.0% |
| Participant deferral / active EE | $6,062 | $3,786+60.1% | $5,048+20.1% | $3,740+62.1% |
| Admin fee / account holder | $261 | $713-63.4% | $8,927-97.1% | $513-49.1% |