Filed March 28, 2007 (most recent of 4 filings on file)
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 |
|---|---|---|
NEPC, LLC10+ years Filed as: NEPC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $95,514 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $21,307 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$338,871 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,479 | $110,299+32.8% | $102,423+43.0% | $199,593-26.6% |
| Participation rate | 93.8% | 86.3%+7.5pp | 76.5%+17.3pp | 72.0%+21.9pp |
| Annual return | 17.88% | 35.73%-17.9pp | 29.32%-11.4pp | 34.25%-16.4pp |
| Employer contribution / active EE | $4,019 | $3,603+11.5% | $3,023+32.9% | $3,034+32.4% |
| Participant deferral / active EE | $7,958 | $6,376+24.8% | $5,053+57.5% | $5,087+56.4% |
| Admin fee / account holder | $7 | $122-94.6% | $9,451-99.9% | $269-97.5% |