Filed January 31, 2013
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 LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $14,175 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,000 |
TIAA5 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,049 | $67,984+83.9% | $65,493+90.9% | $74,304+68.3% |
| Participation rate | 98.2% | 66.3%+31.9pp | 73.1%+25.2pp | 60.3%+37.9pp |
| Annual return | 11.58% | 19.87%-8.3pp | 982.45%-970.9pp | 29.43%-17.9pp |
| Employer contribution / active EE | $4,122 | $2,491+65.5% | $2,574+60.1% | $2,241+83.9% |
| Participant deferral / active EE | $4,530 | $3,346+35.4% | $3,961+14.4% | $3,767+20.3% |
| Admin fee / account holder | $58 | $1,373-95.8% | $5,028-98.8% | $2,969-98.0% |