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 |
|---|---|---|
MEKETA INVESTMENT GROUP3+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $42,000 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $38,675 |
EASTERN IOWA FRINGE BENEFITS4+ years Service code 13 · EIN 42-1395230 | Contract Administrator | $27,000 |
LEONARD, O'BRIEN, SPENCER, GALE4+ years Filed as: LEONARD, O'BRIEN, SPENCER, GALE & S Service code 29 · EIN 41-0956652 | Legal | $19,655 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,988 | $56,443+41.7% | $83,848-4.6% | $55,725+43.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -6.94% | 393.67%-400.6pp | 850.88%-857.8pp | 244.93%-251.9pp |
| Employer contribution / active EE | $3,876 | $2,682+44.5% | $3,631+6.7% | $2,078+86.5% |
| Participant deferral / active EE | $2,671 | $2,965-9.9% | $4,082-34.6% | $3,356-20.4% |
| Admin fee / account holder | $131 | $156-16.3% | $5,478-97.6% | $115+13.5% |