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 | $137,256 |
MERCER3 years Service code 16 · EIN 61-0736136 | Consulting | $21,333 |
CLIFTONLARSONALLEN LLP2 years 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 | $95,411 | $134,045-28.8% | $80,019+19.2% | $75,289+26.7% |
| Participation rate | 96.9% | 85.8%+11.1pp | 75.8%+21.0pp | 72.4%+24.5pp |
| Annual return | -5.28% | -0.56%-4.7pp | 11.22%-16.5pp | -0.04%-5.2pp |
| Employer contribution / active EE | $5,613 | $3,492+60.7% | $2,468+127.5% | $2,405+133.4% |
| Participant deferral / active EE | $6,170 | $4,976+24.0% | $3,686+67.4% | $3,739+65.0% |
| Admin fee / account holder | $79 | $124-36.4% | $6,521-98.8% | $102-23.0% |