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 | $303,098 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $13,965 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,170 | $76,173-85.3% | $81,382-86.3% | $199,593-94.4% |
| Participation rate | 98.2% | 76.3%+22.0pp | 69.5%+28.7pp | 72.0%+26.3pp |
| Annual return | 11.98% | 15.59%-3.6pp | 24.73%-12.8pp | 34.25%-22.3pp |
| Employer contribution / active EE | $850 | $2,792-69.6% | $2,463-65.5% | $3,034-72.0% |
| Participant deferral / active EE | $639 | $4,201-84.8% | $3,883-83.5% | $5,087-87.4% |
| Admin fee / account holder | $109 | $146-25.0% | $5,768-98.1% | $269-59.3% |