Filed July 5, 2023
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $135,190 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $70,598 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $20,475 |
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 | $79,626 | $122,186-34.8% | $146,958-45.8% | $199,593-60.1% |
| Participation rate | 98.4% | 78.3%+20.1pp | 82.2%+16.3pp | 72.0%+26.4pp |
| Annual return | 23.80% | 30.56%-6.8pp | 418.34%-394.5pp | 34.25%-10.4pp |
| Employer contribution / active EE | $4,852 | $4,093+18.5% | $4,933-1.6% | $3,034+59.9% |
| Participant deferral / active EE | $15,844 | $8,502+86.4% | $8,070+96.3% | $5,087+211.5% |
| Admin fee / account holder | $173 | $179-3.4% | $12,998-98.7% | $269-35.7% |