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 | $178,039 |
FRANCIS LLC3 years Filed as: FRANCIS INVESTMENT Service code 27 · EIN 90-0142264 | Advisory (Plan) | $35,000 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $11,445 |
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 | $113,941 | $105,190+8.3% | $98,907+15.2% | $90,288+26.2% |
| Participation rate | 98.8% | 86.4%+12.5pp | 76.0%+22.8pp | 73.4%+25.5pp |
| Annual return | 16.26% | 18.52%-2.3pp | 196.43%-180.2pp | 53.97%-37.7pp |
| Employer contribution / active EE | $2,886 | $3,831-24.7% | $2,689+7.3% | $2,524+14.3% |
| Participant deferral / active EE | $6,694 | $5,616+19.2% | $4,244+57.7% | $4,232+58.2% |
| Admin fee / account holder | $88 | $97-9.9% | $6,642-98.7% | $114-23.1% |