Filed January 31, 2006
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 |
|---|---|---|
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $9,030 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $3,659 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,847 | $185,342-24.5% | $111,297+25.7% | $86,799+61.1% |
| Participation rate | 75.2% | 81.0%-5.8pp | 77.3%-2.1pp | 72.3%+2.9pp |
| Annual return | 25.49% | 500.80%-475.3pp | 54.65%-29.2pp | 97.91%-72.4pp |
| Employer contribution / active EE | $1,174 | $2,246-47.7% | $2,731-57.0% | $2,405-51.2% |
| Participant deferral / active EE | $4,589 | $4,458+2.9% | $4,487+2.3% | $4,131+11.1% |
| Admin fee / account holder | $48 | $255-81.1% | $7,964-99.4% | $170-71.6% |