Filed November 3, 2009
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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $31,664 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $9,450 |
Filed as: FIDELITY INV INST. OPS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $2,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,799 | $95,274-22.5% | $135,903-45.7% | $74,419-0.8% |
| Participation rate | 69.6% | 78.2%-8.6pp | 81.9%-12.3pp | 70.7%-1.2pp |
| Annual return | 19.50% | 32.77%-13.3pp | 68.23%-48.7pp | 34.38%-14.9pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,321 | $7,782-31.6% | $7,758-31.4% | $4,528+17.5% |
| Admin fee / account holder | $67 | $266-74.8% | $10,762-99.4% | $348-80.7% |