Filed January 23, 2023 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,602 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $57,445 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $7,350 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,546 |
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 | $134,096 | $61,272+118.9% | $149,673-10.4% | $71,457+87.7% |
| Participation rate | 99.1% | 62.5%+36.6pp | 78.8%+20.3pp | 67.9%+31.2pp |
| Annual return | 14.48% | 35.85%-21.4pp | 134.42%-119.9pp | 28.85%-14.4pp |
| Employer contribution / active EE | $2,803 | $2,378+17.9% | $4,818-41.8% | $2,588+8.3% |
| Participant deferral / active EE | $4,480 | $2,917+53.6% | $5,680-21.1% | $4,289+4.5% |
| Admin fee / account holder | $226 | $1,261-82.0% | $13,210-98.3% | $1,587-85.7% |