Filed October 18, 2004
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 |
|---|---|---|
WEALTHSPIRE1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $68,757 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,379 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP. Service code 10 PO BOX 776376 · CHICAGO, IL 60677 | Accounting | $16,443 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,186 | $100,923+114.2% | $150,045+44.1% | $74,304+190.9% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.3%+14.8pp | 60.3%+36.8pp |
| Annual return | 16.69% | 51.77%-35.1pp | 62.55%-45.9pp | 29.43%-12.7pp |
| Employer contribution / active EE | $3,505 | $3,463+1.2% | $4,693-25.3% | $2,241+56.4% |
| Participant deferral / active EE | $11,000 | $6,709+63.9% | $7,997+37.6% | $3,767+192.0% |
| Admin fee / account holder | $372 | $2,767-86.5% | $13,435-97.2% | $2,969-87.5% |