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 |
|---|---|---|
CLSRS LLC1 year Filed as: CLSRS, LLC Service code 27 · EIN 61-1723537 | Advisory (Plan) | $19,870 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,490 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,476 | $64,909-23.8% | $82,313-39.9% | $62,292-20.6% |
| Participation rate | 75.2% | 74.9%+0.4pp | 76.9%-1.6pp | 69.5%+5.7pp |
| Annual return | 15.63% | 21.18%-5.5pp | 25.88%-10.2pp | 28.90%-13.3pp |
| Employer contribution / active EE | $26 | $1,676-98.4% | $2,428-98.9% | $2,042-98.7% |
| Participant deferral / active EE | $4,159 | $3,103+34.0% | $3,706+12.2% | $3,169+31.2% |
| Admin fee / account holder | $252 | $440-42.6% | $5,608-95.5% | $479-47.3% |