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 |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSONALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $18,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,188 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,818 | $91,407+24.5% | $135,903-16.3% | $71,457+59.3% |
| Participation rate | 76.8% | 75.7%+1.1pp | 81.9%-5.1pp | 67.9%+8.8pp |
| Annual return | 22.80% | 29.90%-7.1pp | 68.23%-45.4pp | 28.85%-6.0pp |
| Employer contribution / active EE | $4,087 | $3,703+10.4% | $4,856-15.8% | $2,588+58.0% |
| Participant deferral / active EE | $12,142 | $7,092+71.2% | $7,758+56.5% | $4,289+183.1% |
| Admin fee / account holder | $147 | $1,266-88.4% | $10,762-98.6% | $1,587-90.7% |