Filed February 6, 2001
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $29,391 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $12,608 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 16 · EIN 36-4001764 | Consulting | $11,053 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,395 | $37,213+16.6% | $156,549-72.3% | $63,975-32.2% |
| Participation rate | 97.2% | 65.0%+32.2pp | 84.0%+13.2pp | 71.1%+26.1pp |
| Annual return | 7.54% | 47.89%-40.4pp | 32.23%-24.7pp | 48.65%-41.1pp |
| Employer contribution / active EE | $567 | $1,357-58.2% | $5,501-89.7% | $2,182-74.0% |
| Participant deferral / active EE | $3,290 | $2,070+58.9% | $4,871-32.5% | $3,356-2.0% |
| Admin fee / account holder | $25 | $56-55.7% | $13,027-99.8% | $70-64.5% |