Filed April 17, 2014
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 LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 15 · EIN 41-1803291 | Recordkeeping | $14,821 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,618 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,599 | $95,542-85.8% | $69,455-80.4% | $67,579-79.9% |
| Participation rate | 99.2% | 79.4%+19.9pp | 74.6%+24.6pp | 71.3%+28.0pp |
| Annual return | 17.75% | 17.67%+0.1pp | 28.97%-11.2pp | 378.56%-360.8pp |
| Employer contribution / active EE | $1,721 | $2,989-42.4% | $2,779-38.1% | $2,148-19.9% |
| Participant deferral / active EE | $1,543 | $3,263-52.7% | $3,535-56.4% | $3,539-56.4% |
| Admin fee / account holder | $77 | $90-13.9% | $3,839-98.0% | $142-45.7% |