Filed April 8, 2006
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 |
|---|---|---|
CROWE LLP2 years Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $25,268 |
APPLE GROWTH PARTNERS4+ years Filed as: APPLE GROWTH Service code 34 · EIN 31-1082617 | Valuation (appraisals, etc.) | $20,660 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $11,050 |
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 | $81,618 | $59,186+37.9% | $76,768+6.3% | $56,287+45.0% |
| Participation rate | 99.5% | 75.2%+24.3pp | 77.0%+22.6pp | 69.9%+29.7pp |
| Annual return | 23.88% | 6.62%+17.3pp | 2.43%+21.4pp | -9.96%+33.8pp |
| Employer contribution / active EE | $4,310 | $1,759+145.1% | $2,485+73.4% | $2,111+104.1% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $152 | $489-68.9% | $6,675-97.7% | $521-70.8% |