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 | $107,238 |
FINANCIAL ENGINES3 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $49,534 |
MERCER7 years Service code 16 · EIN 13-2834414 | Consulting | $28,267 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON LARSON ALLEN Service code 16 · EIN 41-0746749 | Consulting | $26,250 |
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 | $128,038 | $136,266-6.0% | $90,749+41.1% | $77,904+64.4% |
| Participation rate | 98.2% | 86.6%+11.5pp | 75.7%+22.5pp | 73.7%+24.5pp |
| Annual return | -16.92% | -11.32%-5.6pp | -12.16%-4.8pp | 12.21%-29.1pp |
| Employer contribution / active EE | $3,777 | $4,215-10.4% | $2,921+29.3% | $2,848+32.7% |
| Participant deferral / active EE | $7,863 | $6,353+23.8% | $4,564+72.3% | $4,806+63.6% |
| Admin fee / account holder | $131 | $399-67.2% | $8,445-98.4% | $133-1.2% |