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 LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $15,225 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$64,683 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,207 | $61,756+143.2% | $70,092+114.3% | $77,904+92.8% |
| Participation rate | 98.1% | 79.9%+18.2pp | 70.5%+27.7pp | 73.7%+24.5pp |
| Annual return | -12.25% | -11.86%-0.4pp | 190.73%-203.0pp | 12.21%-24.5pp |
| Employer contribution / active EE | $9,477 | $2,706+250.2% | $2,559+270.4% | $2,848+232.8% |
| Participant deferral / active EE | $6,681 | $3,977+68.0% | $3,849+73.6% | $4,806+39.0% |
| Admin fee / account holder | -$15 | $101-114.9% | $6,267-100.2% | $133-111.4% |