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 3-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,563 |
Filed as: MORGANSTANLEYSMITHBARNEYLLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $61,530 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $39,375 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,696 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $57,412 | $88,890-35.4% | $102,423-43.9% | $77,643-26.1% |
| Participation rate | 81.5% | 80.9%+0.6pp | 76.5%+5.0pp | 70.6%+10.9pp |
| Annual return | 13.15% | 24.98%-11.8pp | 29.32%-16.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,689 | $2,698-37.4% | $3,023-44.1% | $2,726-38.0% |
| Participant deferral / active EE | $3,690 | $5,145-28.3% | $5,053-27.0% | $4,647-20.6% |
| Admin fee / account holder | $209 | $235-11.4% | $9,451-97.8% | $430-51.5% |