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 |
|---|---|---|
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $33,691 |
NEWPORT GROUP, INC.2+ years Service code 11 · EIN 27-2037969 | Actuarial | $10,300 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $8,750 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $46,757-100.0% | $105,260-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 11.3%-11.3pp |
| Annual return | 13.43% | 11.19%+2.2pp | 9.21%+4.2pp | 10.41%+3.0pp |
| Employer contribution / active EE | $21,750 | $8,046+170.3% | $35,088-38.0% | $14,691+48.0% |
| Participant deferral / active EE | $0 | $306-100.0% | $163-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $4,019-100.0% | $2,646-100.0% |