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 | $277,578 |
FRANCIS LLC2 years Filed as: FRANCIS INVESTMENT Service code 27 · EIN 90-0142264 | Advisory (Plan) | $35,000 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSENALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $12,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,214 | $96,403+4.0% | $93,606+7.1% | $77,787+28.8% |
| Participation rate | 98.0% | 87.6%+10.4pp | 75.8%+22.2pp | 73.2%+24.8pp |
| Annual return | 22.61% | 39.36%-16.7pp | 32.76%-10.1pp | 32.57%-10.0pp |
| Employer contribution / active EE | $2,919 | $3,616-19.3% | $2,718+7.4% | $2,504+16.5% |
| Participant deferral / active EE | $6,405 | $5,341+19.9% | $4,069+57.4% | $3,967+61.4% |
| Admin fee / account holder | $121 | $90+35.1% | $7,888-98.5% | $100+20.8% |