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 |
|---|---|---|
PFG1 year Service code 15 · EIN 42-0127290 | Recordkeeping | $59,021 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $20,285 |
COMSTOCK ADVISORS6 years Filed as: COMSTOCK Service code 34 · EIN 34-1823071 | Consulting fees; Valuation (appraisal... | $17,441 |
MERRIL LYNCH1 year Filed as: MERILL Service code 28 · EIN 13-3180817 | Investment Management | $6,494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,486 | $95,918-43.2% | $151,611-64.1% | $77,904-30.1% |
| Participation rate | 99.8% | 88.7%+11.0pp | 87.5%+12.3pp | 73.7%+26.1pp |
| Annual return | 14.94% | -5.50%+20.4pp | 3.33%+11.6pp | 12.21%+2.7pp |
| Employer contribution / active EE | $3,524 | $4,330-18.6% | $6,166-42.8% | $2,848+23.8% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $68 | $93-27.0% | $11,616-99.4% | $133-48.7% |