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 60 · EIN 04-2647786 | Sub-TA Fees | $20,168 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTONLARSENALLENLLP Service code 10 · EIN 41-0746749 | Accounting | $17,275 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,953 | $123,077-44.8% | $116,228-41.5% | $102,872-33.9% |
| Participation rate | 79.9% | 87.0%-7.1pp | 74.6%+5.4pp | 73.0%+6.9pp |
| Annual return | 14.55% | 15.84%-1.3pp | 90.06%-75.5pp | 19.06%-4.5pp |
| Employer contribution / active EE | $3,638 | $4,380-16.9% | $2,994+21.5% | $3,526+3.2% |
| Participant deferral / active EE | $0 | $6,746-100.0% | $4,953-100.0% | $5,535-100.0% |
| Admin fee / account holder | $27 | $115-76.4% | $11,989-99.8% | $292-90.7% |