Filed December 21, 1992
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 |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $37,098 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $8,663 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,695 | $78,485-13.7% | $106,213-36.3% | $74,495-9.1% |
| Participation rate | 91.9% | 72.8%+19.1pp | 75.3%+16.6pp | 67.2%+24.7pp |
| Annual return | 20.14% | 15.95%+4.2pp | 116.14%-96.0pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $1,663 | $2,523-34.1% | $3,171-47.6% | $2,623-36.6% |
| Participant deferral / active EE | $3,866 | $4,322-10.6% | $5,016-22.9% | $4,346-11.1% |
| Admin fee / account holder | $375 | $2,232-83.2% | $11,033-96.6% | $1,942-80.7% |