Filed August 8, 2012 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $165,139 |
MERCER2 years Service code 16 · EIN 61-0736136 | Consulting | $34,330 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 16 · EIN 41-0746749 | Consulting | $9,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,248 | $90,410+14.2% | $91,001+13.5% | $77,958+32.4% |
| Participation rate | 98.1% | 86.4%+11.7pp | 75.6%+22.5pp | 71.6%+26.5pp |
| Annual return | 16.53% | 21.34%-4.8pp | 4.60%+11.9pp | 20.87%-4.3pp |
| Employer contribution / active EE | $5,616 | $3,392+65.6% | $2,456+128.7% | $2,310+143.1% |
| Participant deferral / active EE | $5,972 | $4,816+24.0% | $3,547+68.4% | $3,537+68.9% |
| Admin fee / account holder | $92 | $79+16.9% | $5,417-98.3% | $97-5.2% |