Filed May 27, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 | Contract Administrator | $19,694 |
Filed as: HOHIMER WEALTH MANAGEMENT, LLC Service code 27 · EIN 83-2676110 | Advisory (Plan) | $15,878 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,785 | $61,272+51.4% | $149,673-38.0% | $71,457+29.8% |
| Participation rate | 48.7% | 62.5%-13.8pp | 78.8%-30.1pp | 67.9%-19.3pp |
| Annual return | 11.96% | 35.85%-23.9pp | 134.42%-122.5pp | 28.85%-16.9pp |
| Employer contribution / active EE | $1,013 | $2,378-57.4% | $4,818-79.0% | $2,588-60.8% |
| Participant deferral / active EE | $4,603 | $2,917+57.8% | $5,680-19.0% | $4,289+7.3% |
| Admin fee / account holder | $148 | $1,261-88.2% | $13,210-98.9% | $1,587-90.6% |