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 |
|---|---|---|
RAEL & LETSON7+ years Filed as: RAEL-LETSON Service code 11 · EIN 94-1701048 | Actuarial | $48,360 |
CLIFTONLARSONALLEN LLP7+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $37,250 |
MERCER2 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $36,726 |
Service code 29 · EIN 91-0889948 | Legal | $14,108 |
COLOR ART PRINTING7+ years Service code 36 · EIN 92-0027042 | Copying and duplicating | $13,287 |
EXPRESS SCRIPTS, INC.6 years Filed as: EXPRESS BUSINESS SOLUTIONS Service code 36 · EIN 91-1807227 | Copying and duplicating | $5,828 |
INTERNATIONAL DATA SYSTEMS3 years Service code 49 · EIN 01-0622708 | Other Services | $5,103 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,005 | $88,770-41.4% | $109,143-52.4% | $93,030-44.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 12.78% | 60.64%-47.9pp | 25.75%-13.0pp | 158.70%-145.9pp |
| Employer contribution / active EE | $3,616 | $3,780-4.3% | $3,722-2.8% | $2,706+33.6% |
| Participant deferral / active EE | $1,442 | $3,630-60.3% | $4,653-69.0% | $4,562-68.4% |
| Admin fee / account holder | $149 | $172-13.6% | $6,752-97.8% | $152-1.8% |