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 | $80,918 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN ADVISORY Service code 27 · EIN 26-4560299 | Advisory (Plan) | $50,000 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $17,850 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,841 | $99,078+8.8% | $96,544+11.7% | $74,419+44.9% |
| Participation rate | 84.5% | 80.7%+3.8pp | 76.0%+8.5pp | 70.7%+13.7pp |
| Annual return | 16.70% | 22.48%-5.8pp | 25.84%-9.1pp | 34.38%-17.7pp |
| Employer contribution / active EE | $2,494 | $2,570-3.0% | $2,965-15.9% | $2,637-5.4% |
| Participant deferral / active EE | $6,222 | $4,933+26.1% | $4,851+28.3% | $4,528+37.4% |
| Admin fee / account holder | $347 | $225+54.5% | $8,252-95.8% | $348-0.2% |