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 |
|---|---|---|
HUTCHINSON AND BLOODGOOD LLP1+ years Filed as: HUTCHINSON & BLOODGOOD LLP Service code 10 · EIN 95-0858589 | Accounting | $35,665 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,444 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $84,148 | $36,978+127.6% | $155,790-46.0% | $59,188+42.2% |
| Participation rate | 62.4% | 62.7%-0.3pp | 76.1%-13.7pp | 69.4%-7.0pp |
| Annual return | 0.35% | 5.44%-5.1pp | 71.54%-71.2pp | 5.51%-5.2pp |
| Employer contribution / active EE | $1,654 | $1,222+35.4% | $3,836-56.9% | $2,098-21.2% |
| Participant deferral / active EE | $2,958 | $2,795+5.8% | $4,797-38.3% | $3,265-9.4% |
| Admin fee / account holder | $61 | $65-5.9% | $7,478-99.2% | $92-33.6% |