Filed October 27, 2007 (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 |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $53,508 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $18,900 |
COMSTOCK ADVISORS3 years Filed as: COMSTOCK Service code 34 · EIN 34-1823071 | Direct payment from the plan; Valuati... | $15,911 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $40,017 | $95,776-58.2% | $162,163-75.3% | $77,787-48.6% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 13.28% | 37.03%-23.7pp | 115.59%-102.3pp | 32.57%-19.3pp |
| Employer contribution / active EE | $2,939 | $3,874-24.1% | $5,614-47.7% | $2,504+17.3% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $68 | $88-22.3% | $10,843-99.4% | $100-31.9% |