Filed May 29, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: FIDUCIARY INVESTMENTS ADVISORS Service code 16 · EIN 20-0475158 | Consulting | $22,813 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $21,105 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$44,455 |
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 | $80,629 | $74,552+8.2% | $62,995+28.0% | $69,631+15.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 13.83% | 15.77%-1.9pp | 87.57%-73.7pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $8,379 | $2,929+186.1% | $2,759+203.7% | $2,032+312.3% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,329-100.0% | $3,224-100.0% |
| Admin fee / account holder | $24 | $59-60.0% | $3,600-99.3% | $110-78.5% |