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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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $234,920 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $20,500 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $12,794 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $138,650 | $95,918+44.6% | $151,611-8.5% | $77,904+78.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -14.01% | -5.50%-8.5pp | 3.33%-17.3pp | 12.21%-26.2pp |
| Employer contribution / active EE | $8,524 | $4,330+96.8% | $6,166+38.2% | $2,848+199.3% |
| Participant deferral / active EE | $9,880 | $7,508+31.6% | $8,363+18.1% | $4,806+105.6% |
| Admin fee / account holder | $60 | $93-36.2% | $11,616-99.5% | $133-55.1% |