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 |
|---|---|---|
ASCENSUS LLC2 years Filed as: FORUSALL ADVISORS LLC Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $22,144 |
LT TRUST COMPANY3 years Service code 15 · EIN 61-1607607 5795 S. QUEBEC, SUITE 330 · CENTENNIAL, CO 94070 | Recordkeeping | $18,621 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 20 E THOMAS ROAD, SUITE 2300 · PHOENIX, AZ 85012 | Accounting | $12,790 |
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 | $40,713 | $58,879-30.9% | $178,490-77.2% | $73,488-44.6% |
| Participation rate | 97.4% | 66.2%+31.2pp | 81.9%+15.5pp | 70.7%+26.7pp |
| Annual return | 16.12% | 24.86%-8.7pp | 151.07%-134.9pp | 28.51%-12.4pp |
| Employer contribution / active EE | $2,569 | $2,236+14.9% | $5,011-48.7% | $2,270+13.2% |
| Participant deferral / active EE | $4,761 | $2,567+85.5% | $5,202-8.5% | $3,740+27.3% |
| Admin fee / account holder | $231 | $400-42.3% | $13,984-98.3% | $513-55.0% |