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 | $172,962 |
MERCER4 years Service code 16 · EIN 61-0736136 | Consulting | $29,725 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN Service code 16 · EIN 41-0746749 | Consulting | $21,500 |
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 | $104,497 | $96,403+8.4% | $93,606+11.6% | $77,787+34.3% |
| Participation rate | 99.7% | 87.6%+12.0pp | 75.8%+23.8pp | 73.2%+26.4pp |
| Annual return | 22.22% | 39.36%-17.1pp | 32.76%-10.5pp | 32.57%-10.4pp |
| Employer contribution / active EE | $5,452 | $3,616+50.8% | $2,718+100.6% | $2,504+117.7% |
| Participant deferral / active EE | $6,013 | $5,341+12.6% | $4,069+47.8% | $3,967+51.6% |
| Admin fee / account holder | $98 | $90+10.0% | $7,888-98.8% | $100-1.6% |