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 27 · EIN 43-1451524 | Advisory (Plan) | $32,500 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLAWSONALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $7,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$19,454 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $294,255 | $62,928+367.6% | $172,739+70.3% | $67,579+335.4% |
| Participation rate | 94.2% | 64.5%+29.7pp | 82.6%+11.5pp | 71.3%+22.9pp |
| Annual return | 21.49% | 30.36%-8.9pp | 802.84%-781.3pp | 378.56%-357.1pp |
| Employer contribution / active EE | $15,490 | $1,636+846.7% | $5,143+201.2% | $2,148+621.2% |
| Participant deferral / active EE | $17,898 | $2,145+734.4% | $5,198+244.3% | $3,539+405.7% |
| Admin fee / account holder | $39 | $167-76.8% | $13,954-99.7% | $142-72.9% |