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 | $148,500 |
FRANCIS LLC4 years Filed as: FRANCIS INVESTMENT Service code 27 · EIN 90-0142264 | Advisory (Plan) | $35,000 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $12,540 |
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 | $120,332 | $114,195+5.4% | $106,548+12.9% | $93,030+29.3% |
| Participation rate | 98.3% | 86.4%+11.9pp | 76.1%+22.1pp | 73.9%+24.4pp |
| Annual return | 14.20% | 22.18%-8.0pp | 26.80%-12.6pp | 158.70%-144.5pp |
| Employer contribution / active EE | $3,017 | $4,009-24.7% | $2,819+7.0% | $2,706+11.5% |
| Participant deferral / active EE | $6,916 | $5,908+17.1% | $4,398+57.2% | $4,562+51.6% |
| Admin fee / account holder | $73 | $105-30.1% | $7,407-99.0% | $152-51.7% |