Filed November 4, 2014 (most recent of 3 filings on file)
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 | $20,118 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$128,382 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,628 | $76,173+152.9% | $81,382+136.7% | $199,593-3.5% |
| Participation rate | 98.3% | 76.3%+22.0pp | 69.5%+28.8pp | 72.0%+26.3pp |
| Annual return | 17.25% | 15.59%+1.7pp | 24.73%-7.5pp | 34.25%-17.0pp |
| Employer contribution / active EE | $10,486 | $2,792+275.6% | $2,463+325.8% | $3,034+245.6% |
| Participant deferral / active EE | $7,714 | $4,201+83.6% | $3,883+98.7% | $5,087+51.6% |
| Admin fee / account holder | -$31 | $146-121.5% | $5,768-100.5% | $269-111.7% |