Filed December 30, 1992 (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 |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $139,225 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $13,965 |
Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,534 | $66,457+70.8% | $81,382+39.5% | $77,643+46.2% |
| Participation rate | 98.5% | 68.7%+29.8pp | 69.5%+29.0pp | 70.6%+27.9pp |
| Annual return | 16.07% | 15.93%+0.1pp | 24.73%-8.7pp | 31.24%-15.2pp |
| Employer contribution / active EE | $3,333 | $2,159+54.4% | $2,463+35.4% | $2,726+22.3% |
| Participant deferral / active EE | $5,020 | $3,679+36.4% | $3,883+29.3% | $4,647+8.0% |
| Admin fee / account holder | $124 | $583-78.7% | $5,768-97.9% | $430-71.2% |