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 FEE Service code 14 · EIN 42-0127290 | Plan Administrator | $83,616 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $22,942 |
Filed as: MERRIL Service code 28 · EIN 13-3180817 | Investment Management | $14,368 |
COMSTOCK ADVISORS1 year Filed as: COMSTOCK FEE Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.); Other fees | $12,576 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,046 | $160,882-58.9% | $200,582-67.1% | $102,872-35.8% |
| Participation rate | 99.9% | 91.2%+8.7pp | 86.9%+13.0pp | 73.0%+26.8pp |
| Annual return | 13.31% | 18.15%-4.8pp | 42.33%-29.0pp | 19.06%-5.7pp |
| Employer contribution / active EE | $4,891 | $5,602-12.7% | $6,419-23.8% | $3,526+38.7% |
| Participant deferral / active EE | $0 | $9,300-100.0% | $9,331-100.0% | $5,535-100.0% |
| Admin fee / account holder | $75 | $125-39.9% | $16,305-99.5% | $292-74.4% |