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 | $149,737 |
MERCER4 years Service code 15 · EIN 61-0736136 | Recordkeeping | $29,724 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN Service code 16 · EIN 41-0746749 | Consulting | $21,500 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,464 | $96,403+51.9% | $93,606+56.5% | $77,787+88.3% |
| Participation rate | 97.1% | 87.6%+9.5pp | 75.8%+21.3pp | 73.2%+23.9pp |
| Annual return | 17.37% | 39.36%-22.0pp | 32.76%-15.4pp | 32.57%-15.2pp |
| Employer contribution / active EE | $3,713 | $3,616+2.7% | $2,718+36.6% | $2,504+48.2% |
| Participant deferral / active EE | $6,722 | $5,341+25.8% | $4,069+65.2% | $3,967+69.4% |
| Admin fee / account holder | $120 | $90+33.9% | $7,888-98.5% | $100+19.8% |