Filed July 28, 2023 (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 4-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 12 · EIN 13-3689044 | Direct payment from the plan; Distrib... | $166,252 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $86,902 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 62-1199757 | Accounting | $27,508 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 23-0731260 | Advisory (Plan) | $27,232 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $24,903 |
ACCESS MEDICALS1 year Filed as: ACESS RETIREMENT SERVICES Service code 16 · EIN 62-1700633 | Consulting | $13,220 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 | Accounting | $13,000 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $1,550 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,918 | $113,293-25.0% | $67,502+25.8% | $199,593-57.5% |
| Participation rate | 81.4% | 73.3%+8.0pp | 72.9%+8.5pp | 72.0%+9.4pp |
| Annual return | 154.25% | 15.88%+138.4pp | 3512.12%-3357.9pp | 34.25%+120.0pp |
| Employer contribution / active EE | $2,581 | $3,401-24.1% | $2,731-5.5% | $3,034-15.0% |
| Participant deferral / active EE | $3,566 | $4,159-14.3% | $4,000-10.8% | $5,087-29.9% |
| Admin fee / account holder | $84 | $103-17.7% | $3,998-97.9% | $269-68.6% |