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 LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $8,925 |
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 | $309,425 | $125,758+146.0% | $169,993+82.0% | $75,163+311.7% |
| Participation rate | 90.9% | 83.6%+7.3pp | 87.0%+3.9pp | 67.2%+23.7pp |
| Annual return | 18.96% | 27.20%-8.2pp | 53.37%-34.4pp | 160.62%-141.7pp |
| Employer contribution / active EE | $5,006 | $4,615+8.5% | $6,785-26.2% | $2,670+87.5% |
| Participant deferral / active EE | $8,617 | $6,837+26.0% | $10,408-17.2% | $4,125+108.9% |
| Admin fee / account holder | $106 | $8,173-98.7% | $12,815-99.2% | $5,651-98.1% |