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 | $77,695 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 04-1074674 | Accounting | $16,538 |
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 | $270,925 | $67,984+298.5% | $65,493+313.7% | $74,304+264.6% |
| Participation rate | 97.0% | 66.3%+30.7pp | 73.1%+23.9pp | 60.3%+36.7pp |
| Annual return | 15.39% | 19.87%-4.5pp | 982.45%-967.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $9,122 | $2,491+266.2% | $2,574+254.4% | $2,241+307.0% |
| Participant deferral / active EE | $13,799 | $3,346+312.4% | $3,961+248.4% | $3,767+266.3% |
| Admin fee / account holder | $392 | $1,373-71.4% | $5,028-92.2% | $2,969-86.8% |