Filed January 17, 2024 (most recent of 3 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 |
|---|---|---|
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $22,680 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS Service code 14 · EIN 41-1416330 | Plan Administrator | $16,875 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,824 |
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 | $92,575 | $53,345+73.5% | $121,098-23.6% | $74,419+24.4% |
| Participation rate | 99.3% | 60.0%+39.3pp | 69.5%+29.8pp | 70.7%+28.5pp |
| Annual return | 16.04% | 35.15%-19.1pp | 985.75%-969.7pp | 34.38%-18.3pp |
| Employer contribution / active EE | $4,297 | $1,898+126.3% | $4,164+3.2% | $2,637+62.9% |
| Participant deferral / active EE | $4,123 | $3,221+28.0% | $4,080+1.1% | $4,528-8.9% |
| Admin fee / account holder | $48 | $382-87.5% | $5,644-99.2% | $348-86.3% |