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 |
|---|---|---|
NFP RETIREMENT INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $63,261 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,571 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $15,593 |
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 | $191,476 | $101,499+88.6% | $147,005+30.3% | $74,546+156.9% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.2%+14.5pp | 67.2%+29.5pp |
| Annual return | 14.07% | 8732.34%-8718.3pp | 418.76%-404.7pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $3,392 | $3,811-11.0% | $4,934-31.3% | $2,624+29.2% |
| Participant deferral / active EE | $10,849 | $7,304+48.5% | $8,070+34.4% | $4,347+149.5% |
| Admin fee / account holder | $361 | $1,748-79.3% | $13,006-97.2% | $1,944-81.4% |