Filed June 18, 2007 (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 |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $15,000 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,140 |
Filed as: FIDELITY INVST. INST. OPER. CO. INC Service code 37 · EIN 04-2647786 | Loan Processing | -$10,956 |
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 | $52,289 | $144,996-63.9% | $111,297-53.0% | $93,030-43.8% |
| Participation rate | 84.5% | 86.2%-1.6pp | 77.3%+7.2pp | 73.9%+10.6pp |
| Annual return | -12.50% | 18.26%-30.8pp | 54.65%-67.2pp | 158.70%-171.2pp |
| Employer contribution / active EE | $1,118 | $3,056-63.4% | $2,731-59.1% | $2,706-58.7% |
| Participant deferral / active EE | $4,059 | $5,587-27.4% | $4,487-9.5% | $4,562-11.0% |
| Admin fee / account holder | $31 | $103-69.6% | $7,964-99.6% | $152-79.3% |