See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $150,353 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $90,275 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,991 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $24,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $118,365 | $55,331+113.9% | $81,812+44.7% | $199,593-40.7% |
| Participation rate | 88.6% | 62.5%+26.1pp | 72.3%+16.3pp | 72.0%+16.7pp |
| Annual return | 11.70% | 19.59%-7.9pp | 773.79%-762.1pp | 34.25%-22.6pp |
| Employer contribution / active EE | $3,209 | $2,101+52.7% | $2,912+10.2% | $3,034+5.8% |
| Participant deferral / active EE | $7,696 | $3,283+134.4% | $4,319+78.2% | $5,087+51.3% |
| Admin fee / account holder | $129 | $346-62.6% | $7,386-98.3% | $269-52.0% |