Filed August 6, 2020 (most recent of 4 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 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 37 · EIN 04-2647786 | Loan Processing | $89,944 |
MRA ASSOCIATES USA LLC3 years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $47,139 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $12,180 |
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 | $19,216 | $52,293-63.3% | $178,490-89.2% | $73,409-73.8% |
| Participation rate | 97.7% | 65.3%+32.4pp | 81.9%+15.8pp | 72.2%+25.5pp |
| Annual return | 14.01% | 34.75%-20.7pp | 151.07%-137.1pp | 59.29%-45.3pp |
| Employer contribution / active EE | $675 | $1,735-61.1% | $5,011-86.5% | $2,234-69.8% |
| Participant deferral / active EE | $2,349 | $2,332+0.7% | $5,202-54.8% | $3,805-38.3% |
| Admin fee / account holder | $151 | $127+18.6% | $13,984-98.9% | $158-4.3% |