Filed December 17, 1994 (most recent of 2 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 |
|---|---|---|
USI CONSULTING GROUP2 years Service code 15 · EIN 06-1053228 | Recordkeeping | $30,625 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $27,693 |
AXIA ADVISORY CORPORATION4 years Filed as: AXIA ADVISORY Service code 10 · EIN 35-1859469 | Accounting | $12,000 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $7,598 |
HOVDE GROUP1 year Service code 34 · EIN 22-3880108 | Valuation (appraisals, etc.) | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,983 | $102,553-37.6% | $151,611-57.8% | $66,914-4.4% |
| Participation rate | 97.5% | 85.5%+12.0pp | 87.5%+10.0pp | 69.8%+27.7pp |
| Annual return | -19.80% | -10.82%-9.0pp | 3.33%-23.1pp | 1.58%-21.4pp |
| Employer contribution / active EE | $6,367 | $4,180+52.3% | $6,166+3.3% | $2,544+150.2% |
| Participant deferral / active EE | $5,852 | $6,641-11.9% | $8,363-30.0% | $4,237+38.1% |
| Admin fee / account holder | $266 | $630-57.8% | $11,616-97.7% | $593-55.2% |