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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $19,236 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $14,237 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY Service code 27 · EIN 26-4560299 | Advisory (Plan) | $12,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $1,300 |
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 | $102,995 | $72,254+42.5% | $86,677+18.8% | $64,808+58.9% |
| Participation rate | 77.6% | 80.4%-2.8pp | 76.6%+1.0pp | 71.5%+6.1pp |
| Annual return | -10.01% | 392.42%-402.4pp | 35.91%-45.9pp | 32.82%-42.8pp |
| Employer contribution / active EE | $1,588 | $2,393-33.6% | $2,836-44.0% | $2,506-36.6% |
| Participant deferral / active EE | $5,610 | $4,658+20.4% | $4,656+20.5% | $4,310+30.1% |
| Admin fee / account holder | $124 | $174-28.6% | $7,493-98.3% | $188-33.9% |