See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $14,175 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $6,585 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$4,808 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,333 | $96,484+19.5% | $156,263-26.2% | $74,304+55.2% |
| Participation rate | 95.4% | 67.7%+27.8pp | 78.9%+16.5pp | 60.3%+35.1pp |
| Annual return | 14.58% | 17.73%-3.2pp | 59.47%-44.9pp | 29.43%-14.9pp |
| Employer contribution / active EE | $2,931 | $2,528+15.9% | $4,333-32.4% | $2,241+30.8% |
| Participant deferral / active EE | $8,695 | $4,286+102.9% | $6,158+41.2% | $3,767+130.8% |
| Admin fee / account holder | $151 | $3,728-96.0% | $14,255-98.9% | $2,969-94.9% |