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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 |
|---|---|---|
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $8,689 |
BRINKER CAPITAL4+ years Filed as: ORION INVESTMENT COMPANY Service code 28 · EIN 43-1237342 | Investment Management | $3,382 |
AMERITAS LIFE INSURANCE CORP4+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,036 | $42,548-64.7% | $74,550-79.8% | $56,287-73.3% |
| Participation rate | 49.5% | 60.5%-11.0pp | 69.1%-19.6pp | 69.9%-20.3pp |
| Annual return | -6.35% | 12.40%-18.8pp | 32.53%-38.9pp | -9.96%+3.6pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,835 | $2,277-19.4% | $3,108-41.0% | $3,350-45.2% |
| Admin fee / account holder | $122 | $467-73.8% | $5,060-97.6% | $521-76.5% |