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 |
|---|---|---|
HICKS PENSION SERVICES3+ years Service code 12 · EIN 77-0155091 | Direct payment from the plan; Plan Ad... | $1,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,279 | $55,453+10.5% | $170,442-64.0% | $62,292-1.6% |
| Participation rate | 42.9% | 66.4%-23.4pp | 83.6%-40.7pp | 69.5%-26.6pp |
| Annual return | 16.20% | 21.38%-5.2pp | 205.93%-189.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $638 | $2,164-70.5% | $5,433-88.3% | $2,042-68.8% |
| Participant deferral / active EE | $2,634 | $2,303+14.4% | $4,939-46.7% | $3,169-16.9% |
| Admin fee / account holder | $17 | $455-96.3% | $13,880-99.9% | $479-96.5% |