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 LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $18,779 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$99,327 |
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 | $173,833 | $73,034+138.0% | $77,163+125.3% | $80,160+116.9% |
| Participation rate | 98.7% | 78.1%+20.6pp | 69.6%+29.1pp | 72.9%+25.8pp |
| Annual return | 20.58% | 18.56%+2.0pp | 37.87%-17.3pp | 40.38%-19.8pp |
| Employer contribution / active EE | $9,810 | $2,779+253.0% | $2,535+287.0% | $2,978+229.4% |
| Participant deferral / active EE | $7,418 | $4,140+79.2% | $3,833+93.5% | $5,017+47.8% |
| Admin fee / account holder | -$24 | $104-123.1% | $5,472-100.4% | $145-116.5% |