Filed April 22, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $77,997 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,000 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $10,185 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,576 | $53,822+400.9% | $75,696+256.1% | $85,850+214.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 14.60% | 24.54%-9.9pp | 104.53%-89.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $7,418 | $2,017+267.8% | $2,743+170.5% | $2,565+189.2% |
| Participant deferral / active EE | $12,817 | $2,895+342.7% | $3,821+235.4% | $3,952+224.3% |
| Admin fee / account holder | $482 | $3,343-85.6% | $3,619-86.7% | $6,260-92.3% |