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 | $131,310 |
MERCER3 years Service code 16 · EIN 61-0736136 | Consulting | $21,333 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN Service code 16 · EIN 41-0746749 | Consulting | $9,300 |
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 | $129,655 | $134,045-3.3% | $80,019+62.0% | $75,289+72.2% |
| Participation rate | 97.3% | 85.8%+11.5pp | 75.8%+21.5pp | 72.4%+24.9pp |
| Annual return | -6.11% | -0.56%-5.6pp | 11.22%-17.3pp | -0.04%-6.1pp |
| Employer contribution / active EE | $3,642 | $3,492+4.3% | $2,468+47.6% | $2,405+51.5% |
| Participant deferral / active EE | $6,653 | $4,976+33.7% | $3,686+80.5% | $3,739+78.0% |
| Admin fee / account holder | $97 | $124-21.6% | $6,521-98.5% | $102-5.1% |