Filed December 7, 1999 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $153,257 |
FRANCIS LLC8 years Filed as: FRANCIS INVESTMENT Service code 27 · EIN 90-0142264 | Advisory (Plan) | $70,000 |
CLIFTONLARSONALLEN LLP8 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $17,325 |
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 | $139,460 | $123,077+13.3% | $116,228+20.0% | $102,872+35.6% |
| Participation rate | 97.6% | 87.0%+10.6pp | 74.6%+23.1pp | 73.0%+24.6pp |
| Annual return | 16.54% | 15.84%+0.7pp | 90.06%-73.5pp | 19.06%-2.5pp |
| Employer contribution / active EE | $3,647 | $4,380-16.7% | $2,994+21.8% | $3,526+3.4% |
| Participant deferral / active EE | $8,895 | $6,746+31.9% | $4,953+79.6% | $5,535+60.7% |
| Admin fee / account holder | $87 | $115-24.6% | $11,989-99.3% | $292-70.2% |