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 |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.3 years Filed as: HUNNEX AND SHOEMAKER INC. Service code 49 | Other Services | $18,625 |
Service code 99 · EIN 91-0852059 | Other Fees | $10,977 |
MORNINGSTAR11+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,380 |
Filed as: CHARLES SCHWAB & CO.LNC. Service code 65 · EIN 94-1737782 | Account Maintenance | $25 |
HUNNEX AND SHOEMAKER, INC.3 years Service code 49 · EIN 91-1072394 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,331 | $49,915+341.4% | $154,803+42.3% | $74,304+196.5% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 16.05% | 34.06%-18.0pp | 58.88%-42.8pp | 29.43%-13.4pp |
| Employer contribution / active EE | $9,823 | $1,611+509.7% | $4,305+128.2% | $2,241+338.3% |
| Participant deferral / active EE | $8,620 | $2,255+282.3% | $5,540+55.6% | $3,767+128.8% |
| Admin fee / account holder | $67 | $2,189-97.0% | $14,329-99.5% | $2,969-97.8% |