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 LLP7 years Service code 10 · EIN 41-0746749 | Accounting | $12,600 |
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 | $365,062 | $148,978+145.0% | $200,582+82.0% | $84,808+330.5% |
| Participation rate | 95.6% | 84.2%+11.4pp | 86.9%+8.7pp | 68.3%+27.3pp |
| Annual return | 13.92% | 28.16%-14.2pp | 42.33%-28.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $5,412 | $4,815+12.4% | $6,419-15.7% | $2,631+105.7% |
| Participant deferral / active EE | $9,274 | $7,142+29.8% | $9,331-0.6% | $4,212+120.2% |
| Admin fee / account holder | $140 | $13,977-99.0% | $16,305-99.1% | $7,344-98.1% |