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 GROUP3 years Service code 15 · EIN 06-1053228 | Recordkeeping | $22,173 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $21,635 |
HOVDE GROUP2 years Service code 34 · EIN 22-3880108 | Valuation (appraisals, etc.) | $21,100 |
AXIA ADVISORY CORPORATION5 years Filed as: AXIA ADVISORY Service code 10 · EIN 35-1859469 | Accounting | $12,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $7,238 |
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 | $69,025 | $130,194-47.0% | $169,993-59.4% | $71,457-3.4% |
| Participation rate | 98.7% | 86.1%+12.5pp | 87.0%+11.7pp | 67.9%+30.8pp |
| Annual return | 14.68% | 20.37%-5.7pp | 53.37%-38.7pp | 28.85%-14.2pp |
| Employer contribution / active EE | $7,012 | $4,381+60.1% | $6,785+3.3% | $2,588+171.0% |
| Participant deferral / active EE | $6,319 | $6,923-8.7% | $10,408-39.3% | $4,289+47.3% |
| Admin fee / account holder | $297 | $966-69.3% | $12,815-97.7% | $1,587-81.3% |