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 |
|---|---|---|
BLUM SHAPIRO4 years Filed as: CLIFTONLARSON ALLEN WEALTH ADVISORS Service code 13 · EIN 41-0746749 | Contract Administrator | $27,277 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $18,148 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,512 | $70,908+50.2% | $98,907+7.7% | $73,488+44.9% |
| Participation rate | 75.4% | 73.8%+1.7pp | 76.0%-0.6pp | 70.7%+4.7pp |
| Annual return | 11.93% | 34.17%-22.2pp | 196.43%-184.5pp | 28.51%-16.6pp |
| Employer contribution / active EE | $2,250 | $2,036+10.5% | $2,689-16.3% | $2,270-0.9% |
| Participant deferral / active EE | $3,762 | $3,500+7.5% | $4,244-11.4% | $3,740+0.6% |
| Admin fee / account holder | $416 | $535-22.2% | $6,642-93.7% | $513-18.9% |