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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.
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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 |
|---|---|---|
BLUM SHAPIRO5 years Filed as: CLIFTONLARSON ALLEN WEALTH ADVISORS Service code 13 · EIN 41-0746749 | Contract Administrator | $30,570 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $22,511 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,122 | $79,428+44.9% | $106,548+8.0% | $79,386+45.0% |
| Participation rate | 68.8% | 74.1%-5.3pp | 76.1%-7.3pp | 70.7%-1.9pp |
| Annual return | 14.90% | 18.27%-3.4pp | 26.80%-11.9pp | 116.85%-102.0pp |
| Employer contribution / active EE | $2,355 | $2,234+5.4% | $2,819-16.5% | $2,427-3.0% |
| Participant deferral / active EE | $3,802 | $3,823-0.5% | $4,398-13.5% | $4,046-6.0% |
| Admin fee / account holder | $456 | $523-12.9% | $7,407-93.8% | $626-27.2% |