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 LLP2 years Filed as: CLIFTONLARSONALLEN, LLC Service code 10 · EIN 41-0746749 | Accounting | $10,189 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $75 |
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 | $161,911 | $48,795+231.8% | $65,493+147.2% | $84,808+90.9% |
| Participation rate | 98.9% | 67.0%+31.9pp | 73.1%+25.8pp | 68.3%+30.6pp |
| Annual return | 23.68% | 20.20%+3.5pp | 982.45%-958.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $7,052 | $1,930+265.4% | $2,574+173.9% | $2,631+168.0% |
| Participant deferral / active EE | $11,163 | $2,928+281.2% | $3,961+181.8% | $4,212+165.1% |
| Admin fee / account holder | $47 | $3,877-98.8% | $5,028-99.1% | $7,344-99.4% |