See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTON LARSON ALLAN LLP Service code 10 · EIN 41-0746749 | Accounting | $12,300 |
Filed as: RETIREMENT PLANNERS & ADMINSTRATORS Service code 17 · EIN 62-1038805 | Pension Consulting | $8,145 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,283 |
Service code 50 · EIN 41-0973005 | Direct Payment | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
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 | $86,267 | $80,753+6.8% | $136,294-36.7% | $62,292+38.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.66% | 35.83%-15.2pp | 5155.94%-5135.3pp | 28.90%-8.2pp |
| Employer contribution / active EE | $6,526 | $2,884+126.3% | $4,695+39.0% | $2,042+219.5% |
| Participant deferral / active EE | $5,162 | $5,1640% | $6,247-17.4% | $3,169+62.9% |
| Admin fee / account holder | $79 | $525-85.0% | $9,243-99.1% | $479-83.5% |