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 LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $8,308 |
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 | $347,907 | $138,347+151.5% | $184,203+88.9% | $80,856+330.3% |
| Participation rate | 91.0% | 83.9%+7.1pp | 86.8%+4.2pp | 67.6%+23.4pp |
| Annual return | 14.16% | 20.02%-5.9pp | 28.81%-14.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4,910 | $4,850+1.2% | $6,427-23.6% | $2,755+78.2% |
| Participant deferral / active EE | $9,076 | $7,071+28.4% | $9,131-0.6% | $4,296+111.3% |
| Admin fee / account holder | $116 | $10,483-98.9% | $13,901-99.2% | $6,918-98.3% |