Filed March 14, 1997
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 | $214,026 |
Service code 16 · EIN 33-0818667 | Consulting | $40,000 |
CLIFTONLARSONALLEN LLP6+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $16,590 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,859 | $79,519+97.3% | $95,952+63.5% | $73,409+113.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 13.66% | 19.20%-5.5pp | 91.61%-78.0pp | 59.29%-45.6pp |
| Employer contribution / active EE | $4,188 | $2,048+104.5% | $2,541+64.8% | $2,234+87.5% |
| Participant deferral / active EE | $6,618 | $4,138+59.9% | $4,167+58.8% | $3,805+73.9% |
| Admin fee / account holder | $254 | $184+37.9% | $6,795-96.3% | $158+61.0% |