Filed July 17, 2005
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 |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $9,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,166 | $123,793+125.5% | $177,821+57.0% | $79,858+249.6% |
| Participation rate | 81.6% | 84.7%-3.0pp | 87.7%-6.1pp | 69.6%+12.0pp |
| Annual return | 14.56% | 22.82%-8.3pp | 48.32%-33.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $4,681 | $4,095+14.3% | $5,918-20.9% | $2,471+89.4% |
| Participant deferral / active EE | $6,451 | $5,956+8.3% | $7,714-16.4% | $3,740+72.5% |
| Admin fee / account holder | $80 | $7,243-98.9% | $12,427-99.4% | $5,306-98.5% |