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 | $163,834 |
MERCER2 years Service code 16 · EIN 61-0736136 | Consulting | $34,330 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 16 · EIN 41-0746749 | Consulting | $9,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,170 | $90,410+39.6% | $91,001+38.6% | $77,958+61.8% |
| Participation rate | 96.4% | 86.4%+10.0pp | 75.6%+20.8pp | 71.6%+24.8pp |
| Annual return | 9.58% | 21.34%-11.8pp | 4.60%+5.0pp | 20.87%-11.3pp |
| Employer contribution / active EE | $3,533 | $3,392+4.2% | $2,456+43.9% | $2,310+52.9% |
| Participant deferral / active EE | $6,513 | $4,816+35.2% | $3,547+83.6% | $3,537+84.1% |
| Admin fee / account holder | $107 | $79+35.3% | $5,417-98.0% | $97+9.6% |