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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 |
|---|---|---|
Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $8,055 |
BRINKER CAPITAL6+ years Filed as: ORION INVESTMENT COMPANY Service code 28 · EIN 43-1237342 | Investment Management | $3,414 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,181 | $65,041-61.3% | $90,951-72.3% | $79,858-68.5% |
| Participation rate | 64.8% | 61.6%+3.2pp | 69.0%-4.2pp | 69.6%-4.8pp |
| Annual return | 16.82% | 30.45%-13.6pp | 134.60%-117.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,295 | $2,512+31.2% | $3,373-2.3% | $3,740-11.9% |
| Admin fee / account holder | $107 | $4,536-97.6% | $5,959-98.2% | $5,306-98.0% |