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 LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $9,000 |
WOODTRUST BANK7+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $1,319 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,184 | $137,414+131.6% | $189,513+67.9% | $85,850+270.6% |
| Participation rate | 92.0% | 84.6%+7.4pp | 87.8%+4.2pp | 69.3%+22.7pp |
| Annual return | 14.82% | 38.14%-23.3pp | 555.15%-540.3pp | 318.53%-303.7pp |
| Employer contribution / active EE | $4,965 | $4,344+14.3% | $6,162-19.4% | $2,565+93.6% |
| Participant deferral / active EE | $7,561 | $6,260+20.8% | $8,221-8.0% | $3,952+91.3% |
| Admin fee / account holder | $78 | $8,630-99.1% | $12,045-99.4% | $6,260-98.8% |