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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $157,140 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,087 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $11,025 |
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 | $17,153 | $53,136-67.7% | $155,509-89.0% | $199,593-91.4% |
| Participation rate | 87.3% | 64.1%+23.2pp | 78.2%+9.1pp | 72.0%+15.3pp |
| Annual return | 13.71% | 41.15%-27.4pp | 64.67%-51.0pp | 34.25%-20.5pp |
| Employer contribution / active EE | $961 | $1,851-48.1% | $4,672-79.4% | $3,034-68.3% |
| Participant deferral / active EE | $2,563 | $3,161-18.9% | $5,626-54.5% | $5,087-49.6% |
| Admin fee / account holder | $101 | $185-45.5% | $15,912-99.4% | $269-62.4% |