Filed August 6, 2020 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $122,450 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $56,650 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $6,300 |
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 | $16,014 | $50,127-68.1% | $149,673-89.3% | $80,160-80.0% |
| Participation rate | 97.9% | 64.3%+33.6pp | 78.8%+19.1pp | 72.9%+24.9pp |
| Annual return | 22.04% | 29.82%-7.8pp | 134.42%-112.4pp | 40.38%-18.3pp |
| Employer contribution / active EE | $868 | $1,865-53.4% | $4,818-82.0% | $2,978-70.8% |
| Participant deferral / active EE | $2,749 | $3,194-13.9% | $5,680-51.6% | $5,017-45.2% |
| Admin fee / account holder | $94 | $153-38.2% | $13,210-99.3% | $145-34.9% |