Filed July 20, 2026 (most recent of 2 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 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 |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLC Service code 10 · EIN 41-0746749 | Accounting | $5,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $129,800 | $48,230+169.1% | $67,502+92.3% | $80,856+60.5% |
| Participation rate | 98.9% | 66.4%+32.6pp | 72.9%+26.1pp | 67.6%+31.3pp |
| Annual return | 14.23% | 18.28%-4.0pp | 3512.12%-3497.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $6,595 | $2,020+226.6% | $2,731+141.5% | $2,755+139.4% |
| Participant deferral / active EE | $9,808 | $2,924+235.4% | $4,000+145.2% | $4,296+128.3% |
| Admin fee / account holder | $25 | $3,681-99.3% | $3,998-99.4% | $6,918-99.6% |