Filed September 13, 2015
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 |
|---|---|---|
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $12,750 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,992 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $3,553 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,639 | $65,557+74.9% | $64,056+79.0% | $71,457+60.4% |
| Participation rate | 99.0% | 73.2%+25.8pp | 72.3%+26.7pp | 67.9%+31.0pp |
| Annual return | 17.58% | 18.94%-1.4pp | 33.69%-16.1pp | 28.85%-11.3pp |
| Employer contribution / active EE | $6,521 | $2,669+144.4% | $2,747+137.4% | $2,588+152.0% |
| Participant deferral / active EE | $7,164 | $3,626+97.6% | $3,880+84.6% | $4,289+67.0% |
| Admin fee / account holder | $56 | $616-90.9% | $3,068-98.2% | $1,587-96.5% |