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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $42,286 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $17,850 |
Service code 27 · EIN 92-1819393 | Advisory (Plan) | $7,219 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST. OPS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $2,472 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,359 | $106,028-25.2% | $146,958-46.0% | $77,643+2.2% |
| Participation rate | 74.2% | 78.4%-4.2pp | 82.2%-8.0pp | 70.6%+3.6pp |
| Annual return | 17.59% | 56.73%-39.1pp | 418.34%-400.7pp | 31.24%-13.6pp |
| Employer contribution / active EE | $13 | $4,063-99.7% | $4,933-99.7% | $2,726-99.5% |
| Participant deferral / active EE | $6,102 | $7,990-23.6% | $8,070-24.4% | $4,647+31.3% |
| Admin fee / account holder | $90 | $337-73.4% | $12,998-99.3% | $430-79.1% |