Filed November 17, 2021 (most recent of 2 filings on file)
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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $219,501 |
MERCER1 year Filed as: MERCER INVESTMENTS Service code 26 · EIN 30-0282430 | Advisory (Participants) | $56,157 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $18,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,560 | $112,623-31.1% | $106,213-27.0% | $199,593-61.1% |
| Participation rate | 90.5% | 86.2%+4.2pp | 75.3%+15.2pp | 72.0%+18.5pp |
| Annual return | 16.16% | 15.57%+0.6pp | 116.14%-100.0pp | 34.25%-18.1pp |
| Employer contribution / active EE | $1,470 | $4,575-67.9% | $3,171-53.7% | $3,034-51.6% |
| Participant deferral / active EE | $5,160 | $6,659-22.5% | $5,016+2.9% | $5,087+1.4% |
| Admin fee / account holder | $197 | $107+84.0% | $11,033-98.2% | $269-26.8% |