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 | $230,564 |
FRANCIS LLC5 years Filed as: FRANCIS INVESTMENT Service code 27 · EIN 90-0142264 | Advisory (Plan) | $35,000 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $13,890 |
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 | $94,697 | $136,266-30.5% | $90,749+4.4% | $77,904+21.6% |
| Participation rate | 97.7% | 86.6%+11.1pp | 75.7%+22.0pp | 73.7%+24.1pp |
| Annual return | -16.76% | -11.32%-5.4pp | -12.16%-4.6pp | 12.21%-29.0pp |
| Employer contribution / active EE | $3,420 | $4,215-18.9% | $2,921+17.1% | $2,848+20.1% |
| Participant deferral / active EE | $7,800 | $6,353+22.8% | $4,564+70.9% | $4,806+62.3% |
| Admin fee / account holder | $102 | $399-74.5% | $8,445-98.8% | $133-23.2% |