Filed September 26, 2003
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 |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0764794 | Accounting | $28,875 |
Filed as: VOYA LIFE INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $23,608 |
Service code 99 · EIN 45-3686413 | Other Fees | $10,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,596 | $102,553+4.9% | $151,611-29.0% | $66,914+60.8% |
| Participation rate | 83.1% | 85.5%-2.4pp | 87.5%-4.4pp | 69.8%+13.3pp |
| Annual return | -13.04% | -10.82%-2.2pp | 3.33%-16.4pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,346 | $4,180-67.8% | $6,166-78.2% | $2,544-47.1% |
| Participant deferral / active EE | $5,687 | $6,641-14.4% | $8,363-32.0% | $4,237+34.2% |
| Admin fee / account holder | $198 | $630-68.5% | $11,616-98.3% | $593-66.6% |