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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,372 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $16,050 |
Filed as: FIDELITY INVST. INST. OPER. CO. INC Service code 37 · EIN 04-2647786 | Loan Processing | -$22,570 |
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 | $44,154 | $130,141-66.1% | $86,677-49.1% | $77,904-43.3% |
| Participation rate | 86.9% | 85.9%+1.0pp | 76.6%+10.3pp | 73.7%+13.2pp |
| Annual return | -16.46% | -12.75%-3.7pp | 35.91%-52.4pp | 12.21%-28.7pp |
| Employer contribution / active EE | $1,323 | $3,220-58.9% | $2,836-53.4% | $2,848-53.6% |
| Participant deferral / active EE | $4,271 | $5,757-25.8% | $4,656-8.3% | $4,806-11.1% |
| Admin fee / account holder | $75 | $132-43.3% | $7,493-99.0% | $133-43.6% |