Filed March 31, 2006
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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,548 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,546 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $12,075 |
WHALEN CAPITAL7 years Service code 27 226411 RIB MOUNTIAN DRIVE · WAUSAU, WI 54401 | Advisory (Plan) | $9,772 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $9,528 |
Filed as: CORPORATE RETIREMENT SOLUTIONS, LLC Service code 13 · EIN 74-3189371 | Contract Administrator | $8,897 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,227 | $84,784-58.5% | $98,439-64.2% | $74,419-52.7% |
| Participation rate | 72.9% | 81.5%-8.6pp | 75.2%-2.3pp | 70.7%+2.2pp |
| Annual return | -3.40% | 20.59%-24.0pp | 21.16%-24.6pp | 34.38%-37.8pp |
| Employer contribution / active EE | $1,162 | $3,364-65.5% | $3,048-61.9% | $2,637-56.0% |
| Participant deferral / active EE | $4,658 | $5,218-10.7% | $4,738-1.7% | $4,528+2.9% |
| Admin fee / account holder | $186 | $204-9.0% | $8,948-97.9% | $348-46.5% |