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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $57,099 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $12,075 |
Service code 27 · EIN 92-1819393 | Advisory (Plan) | $7,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INV INST. OPS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $2,478 |
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 | $93,524 | $119,446-21.7% | $150,045-37.7% | $85,563+9.3% |
| Participation rate | 72.2% | 75.4%-3.2pp | 82.3%-10.1pp | 66.0%+6.3pp |
| Annual return | 15.74% | 23.72%-8.0pp | 62.55%-46.8pp | 31.51%-15.8pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $6,511 | $7,985-18.5% | $7,997-18.6% | $4,375+48.8% |
| Admin fee / account holder | $108 | $548-80.2% | $13,435-99.2% | $834-87.0% |