Filed June 13, 2006 (most recent of 2 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 |
|---|---|---|
TIAA9 years Service code 99 · EIN 13-1624203 | Other Fees | $52,037 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 99 · EIN 41-0746749 301 SW ADAMS ST STE 100 · PEORIA, IL 616021501 | Other Fees | $14,070 |
Filed as: GLOBAL RETIREMENT PARTNERS LLC-H/O Service code 99 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 949032121 | Other Fees | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,895 | $67,984+116.1% | $65,493+124.3% | $74,304+97.7% |
| Participation rate | 89.8% | 66.3%+23.5pp | 73.1%+16.7pp | 60.3%+29.4pp |
| Annual return | 14.27% | 19.87%-5.6pp | 982.45%-968.2pp | 29.43%-15.2pp |
| Employer contribution / active EE | $6,406 | $2,491+157.1% | $2,574+148.8% | $2,241+185.8% |
| Participant deferral / active EE | $7,666 | $3,346+129.1% | $3,961+93.5% | $3,767+103.5% |
| Admin fee / account holder | $183 | $1,373-86.7% | $5,028-96.4% | $2,969-93.8% |