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 LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $9,900 |
WOODTRUST BANK8+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $4,850 |
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 | $259,588 | $110,094+135.8% | $151,611+71.2% | $68,494+279.0% |
| Participation rate | 91.7% | 84.0%+7.7pp | 87.5%+4.2pp | 67.9%+23.8pp |
| Annual return | -13.41% | -10.12%-3.3pp | 3.33%-16.7pp | -7.84%-5.6pp |
| Employer contribution / active EE | $4,562 | $4,471+2.1% | $6,166-26.0% | $2,596+75.7% |
| Participant deferral / active EE | $7,459 | $6,527+14.3% | $8,363-10.8% | $4,027+85.2% |
| Admin fee / account holder | $118 | $7,719-98.5% | $11,616-99.0% | $5,403-97.8% |