Filed March 9, 2006 (most recent of 4 filings on file)
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 |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $152,024 |
RBC WEALTH MANAGEMENT10+ years Service code 28 · EIN 41-1416330 | Investment Management | $57,675 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $22,050 |
US BANK10+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $16,000 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 0.0%0pp | 17.1%-17.1pp |
| Annual return | 7.30% | 9.82%-2.5pp | 3.58%+3.7pp | 9.82%-2.5pp |
| Employer contribution / active EE | $15,907 | $13,587+17.1% | $20,383-22.0% | $13,587+17.1% |
| Participant deferral / active EE | $0 | $81-100.0% | $0 | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |