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 | $156,815 |
ASCENSUS LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142664 | Advisory (Plan) | $52,500 |
CLIFTONLARSONALLEN LLP7 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $27,825 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,819 | $112,623+14.4% | $106,213+21.3% | $199,593-35.5% |
| Participation rate | 96.9% | 86.2%+10.6pp | 75.3%+21.6pp | 72.0%+24.9pp |
| Annual return | 17.35% | 15.57%+1.8pp | 116.14%-98.8pp | 34.25%-16.9pp |
| Employer contribution / active EE | $3,471 | $4,575-24.1% | $3,171+9.5% | $3,034+14.4% |
| Participant deferral / active EE | $8,534 | $6,659+28.2% | $5,016+70.1% | $5,087+67.8% |
| Admin fee / account holder | $89 | $107-16.6% | $11,033-99.2% | $269-66.8% |