Filed January 15, 2025 (most recent of 4 filings on file)
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 5-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $336,382 |
HAYS FINANCIAL GROUP1 year Filed as: HAYS GROUP Service code 16 · EIN 26-2924761 | Consulting | $45,000 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,421 | $95,918-23.5% | $151,611-51.6% | $77,904-5.8% |
| Participation rate | 95.1% | 88.7%+6.4pp | 87.5%+7.6pp | 73.7%+21.4pp |
| Annual return | -16.07% | -5.50%-10.6pp | 3.33%-19.4pp | 12.21%-28.3pp |
| Employer contribution / active EE | $2,937 | $4,330-32.2% | $6,166-52.4% | $2,848+3.1% |
| Participant deferral / active EE | $8,241 | $7,508+9.8% | $8,363-1.5% | $4,806+71.5% |
| Admin fee / account holder | $71 | $93-24.2% | $11,616-99.4% | $133-46.7% |