Filed November 9, 2005 (most recent of 2 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 |
|---|---|---|
FRANCIS LLC1 year Service code 26 · EIN 90-0142264 | Advisory (Participants) | $98,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,346 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $21,263 |
MILLIMAN, INC.3 years Service code 10 · EIN 91-0675641 | Accounting | $8,005 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $586,282 | $106,028+453.0% | $146,958+298.9% | $77,643+655.1% |
| Participation rate | 96.6% | 78.4%+18.2pp | 82.2%+14.4pp | 70.6%+26.0pp |
| Annual return | 15.66% | 56.73%-41.1pp | 418.34%-402.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $19,362 | $4,063+376.5% | $4,933+292.5% | $2,726+610.3% |
| Participant deferral / active EE | $12,696 | $7,990+58.9% | $8,070+57.3% | $4,647+173.2% |
| Admin fee / account holder | $309 | $337-8.5% | $12,998-97.6% | $430-28.3% |