Filed May 18, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 99 · EIN 04-2675571 | Other Fees | $29,167 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $26,654 |
CLIFTONLARSONALLEN LLP2 years Service code 10 901 NORTH GLEBE ROAD · ARLINGTON, VA 22203 | Accounting | $10,910 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,408 |
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 | $170,607 | $89,652+90.3% | $141,162+20.9% | $65,185+161.7% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.5%+11.4pp | 70.2%+23.7pp |
| Annual return | 25.06% | 32.79%-7.7pp | 71.39%-46.3pp | 29.38%-4.3pp |
| Employer contribution / active EE | $16,012 | $3,065+422.5% | $4,735+238.2% | $2,177+635.6% |
| Participant deferral / active EE | $11,029 | $5,691+93.8% | $6,709+64.4% | $3,514+213.9% |
| Admin fee / account holder | $253 | $569-55.5% | $10,261-97.5% | $847-70.1% |