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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 LLP4+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $8,580 |
BRINKER CAPITAL5+ years Filed as: ORION INVESTMENT COMPANY Service code 28 · EIN 43-1237342 | Investment Management | $3,002 |
AMERITAS LIFE INSURANCE CORP5+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,619 |
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 | $18,176 | $49,138-63.0% | $84,015-78.4% | $65,185-72.1% |
| Participation rate | 57.8% | 60.7%-2.9pp | 69.0%-11.2pp | 70.2%-12.4pp |
| Annual return | 20.46% | 23.00%-2.5pp | 71.31%-50.8pp | 29.38%-8.9pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,327 | $2,397-2.9% | $3,239-28.1% | $3,514-33.8% |
| Admin fee / account holder | $112 | $543-79.4% | $6,101-98.2% | $847-86.8% |