Filed April 11, 2006
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,404 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $12,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,088 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,626 | $81,908-2.8% | $90,749-12.3% | $64,808+22.9% |
| Participation rate | 92.6% | 80.5%+12.1pp | 75.7%+16.9pp | 71.5%+21.1pp |
| Annual return | -14.62% | -12.53%-2.1pp | -12.16%-2.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $818 | $3,065-73.3% | $2,921-72.0% | $2,506-67.3% |
| Participant deferral / active EE | $4,082 | $4,840-15.7% | $4,564-10.6% | $4,310-5.3% |
| Admin fee / account holder | $67 | $157-57.5% | $8,445-99.2% | $188-64.5% |