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 LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $17,520 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,956 |
Filed as: FIDELITY INVST. INST. OPER. CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | -$34,106 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,001 | $88,890-29.1% | $102,423-38.5% | $77,643-18.9% |
| Participation rate | 96.5% | 80.9%+15.5pp | 76.5%+20.0pp | 70.6%+25.9pp |
| Annual return | 15.02% | 24.98%-10.0pp | 29.32%-14.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,985 | $2,698-26.4% | $3,023-34.3% | $2,726-27.2% |
| Participant deferral / active EE | $4,741 | $5,145-7.9% | $5,053-6.2% | $4,647+2.0% |
| Admin fee / account holder | $92 | $235-61.1% | $9,451-99.0% | $430-78.7% |