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 LLP2 years Filed as: CLIFTONLARSONALLEN, LLP Service code 15 · EIN 41-1803291 | Recordkeeping | $20,592 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,489 |
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).
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 | $18,179 | $65,322-72.2% | $70,449-74.2% | $73,488-75.3% |
| Participation rate | 99.6% | 77.0%+22.6pp | 75.1%+24.5pp | 70.7%+28.9pp |
| Annual return | 12.90% | 15.71%-2.8pp | 109.03%-96.1pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,770 | $2,460-28.0% | $2,737-35.3% | $2,270-22.0% |
| Participant deferral / active EE | $1,917 | $3,375-43.2% | $3,709-48.3% | $3,740-48.7% |
| Admin fee / account holder | $88 | $214-58.9% | $3,845-97.7% | $513-82.9% |