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 27 · EIN 59-3331424 | Advisory (Plan) | $14,043 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,946 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 27 · EIN 41-0746749 | Advisory (Plan) | $7,086 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $68,918 | $71,192-3.2% | $117,854-41.5% | $62,292+10.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 28.51% | 18.66%+9.9pp | 335.08%-306.6pp | 28.90%-0.4pp |
| Employer contribution / active EE | $1,524 | $1,934-21.2% | $3,786-59.7% | $2,042-25.4% |
| Participant deferral / active EE | $5,358 | $3,189+68.0% | $4,482+19.6% | $3,169+69.1% |
| Admin fee / account holder | $117 | $587-80.1% | $8,020-98.5% | $479-75.6% |