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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,422 |
Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $23,006 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 3077 W JEFFERSON ST STE 105 · JOLIET, IL 60435 | Accounting | $10,590 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,546 | $98,982+2.6% | $162,163-37.4% | $65,185+55.8% |
| Participation rate | 66.2% | 85.8%-19.6pp | 87.6%-21.3pp | 70.2%-4.0pp |
| Annual return | 27.18% | 24.84%+2.3pp | 115.59%-88.4pp | 29.38%-2.2pp |
| Employer contribution / active EE | $1,592 | $3,467-54.1% | $5,614-71.6% | $2,177-26.9% |
| Participant deferral / active EE | $4,071 | $5,384-24.4% | $7,298-44.2% | $3,514+15.9% |
| Admin fee / account holder | $474 | $596-20.5% | $10,843-95.6% | $847-44.1% |