Filed June 24, 2002
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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $105,311 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $65,671 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $10,400 |
TD AMERITRADE, INC.7+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $50 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $126,683 | $114,195+10.9% | $106,548+18.9% | $93,030+36.2% |
| Participation rate | 96.6% | 86.4%+10.2pp | 76.1%+20.4pp | 73.9%+22.7pp |
| Annual return | 13.21% | 22.18%-9.0pp | 26.80%-13.6pp | 158.70%-145.5pp |
| Employer contribution / active EE | $4,278 | $4,009+6.7% | $2,819+51.8% | $2,706+58.1% |
| Participant deferral / active EE | $5,788 | $5,908-2.0% | $4,398+31.6% | $4,562+26.9% |
| Admin fee / account holder | $143 | $105+36.2% | $7,407-98.1% | $152-5.9% |