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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.
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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 |
|---|---|---|
ADMIN3165 years Service code 27 · EIN 81-0759783 | Advisory (Plan) | $27,168 |
Filed as: AMERIPRISE FINANCIAL Service code 27 · EIN 41-0973005 | Advisory (Plan) | $19,734 |
PARK FOWLER & CO., PLLC1 year Filed as: PARK FOWLER & CO. PLLC Service code 10 · EIN 74-2900323 | Accounting | $14,750 |
Service code 27 · EIN 83-2425992 | Advisory (Plan) | $8,486 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP ROCKY MT Service code 12 · EIN 87-0364490 | Claims processing; Participant loan p... | $3,570 |
BENEFITEXCEL2 years Service code 27 · EIN 83-2184448 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,117 | $61,272-68.8% | $149,673-87.2% | $71,457-73.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 12.70% | 35.85%-23.1pp | 134.42%-121.7pp | 28.85%-16.1pp |
| Employer contribution / active EE | $534 | $2,378-77.6% | $4,818-88.9% | $2,588-79.4% |
| Participant deferral / active EE | $1,289 | $2,917-55.8% | $5,680-77.3% | $4,289-69.9% |
| Admin fee / account holder | $434 | $1,261-65.6% | $13,210-96.7% | $1,587-72.6% |