Filed August 4, 2005
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 |
|---|---|---|
Filed as: FIDELITY INST. INV. OPER. CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $26,973 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 610 W GERMANTOWN PIKE · PLYMOUTH MEETING, PA 19462 | Accounting | $18,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,349 | $92,091+77.4% | $62,995+159.3% | $77,958+109.5% |
| Participation rate | 99.7% | 74.5%+25.3pp | 74.8%+24.9pp | 71.6%+28.1pp |
| Annual return | 14.47% | 16.23%-1.8pp | 87.57%-73.1pp | 20.87%-6.4pp |
| Employer contribution / active EE | $5,541 | $3,424+61.8% | $2,759+100.8% | $2,310+139.8% |
| Participant deferral / active EE | $4,685 | $3,361+39.4% | $3,329+40.7% | $3,537+32.5% |
| Admin fee / account holder | $22 | $48-54.6% | $3,600-99.4% | $97-77.6% |