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 |
|---|---|---|
CLIFTONLARSONALLEN LLP7 years Service code 27 · EIN 41-0746749 200 EAST WASHINGTON ST · APPLETON, WI 549121739 | Advisory (Plan) | $17,926 |
BOYUM & BARENSCHEER PLLP4 years Filed as: BOYUM BARENSCHEER Service code 10 · EIN 41-6192096 | Accounting | $14,000 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $12,574 |
ASCENSUS LLC4 years Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 | Contract Administrator | $9,870 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $76,738-100.0% | $56,411-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | -100.30% | 2994.23%-3094.5pp | 1701.33%-1801.6pp | 561.29%-661.6pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |