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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: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $32,012 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON, LARSON, ALLEN Service code 16 · EIN 41-0746749 | Consulting | $17,325 |
SHERMAN & HOWARD1 year Filed as: SHERMAN & HOWARD, LLC Service code 29 · EIN 84-0420314 | Legal | $8,670 |
THE BANK OF NEW YORK MELLON4 years Filed as: THE BANK ADVISORY GROUP Service code 34 · EIN 48-0876926 | Valuation (appraisals, etc.); Other fees | $7,955 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,508 | $102,553-6.9% | $151,611-37.0% | $66,914+42.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | 2.25% | -10.82%+13.1pp | 3.33%-1.1pp | 1.58%+0.7pp |
| Employer contribution / active EE | $455 | $4,180-89.1% | $6,166-92.6% | $2,544-82.1% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $186 | $630-70.5% | $11,616-98.4% | $593-68.7% |