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 FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $56,830 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $19,500 |
COMSTOCK ADVISORS5 years Filed as: COMSTOCK Service code 24 · EIN 34-1823071 | Discretionary Trustee | $16,927 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,598 | $118,337-58.9% | $189,513-74.4% | $93,030-47.8% |
| Participation rate | 99.6% | 89.1%+10.5pp | 87.8%+11.8pp | 73.9%+25.7pp |
| Annual return | 18.98% | 21.77%-2.8pp | 555.15%-536.2pp | 158.70%-139.7pp |
| Employer contribution / active EE | $3,412 | $4,204-18.8% | $6,162-44.6% | $2,706+26.1% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $66 | $100-34.0% | $12,045-99.5% | $152-56.6% |