Filed May 29, 2015 (most recent of 4 filings on file)
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 LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $19,142 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $15,159 |
Filed as: REINHART, BOERNER, VANDEUREN Service code 29 · EIN 39-1126909 | Legal | $6,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,523 | $99,016-69.2% | $93,789-67.5% | $66,914-54.4% |
| Participation rate | 42.9% | 82.1%-39.3pp | 81.0%-38.1pp | 69.8%-26.9pp |
| Annual return | -17.02% | -14.59%-2.4pp | -11.33%-5.7pp | 1.58%-18.6pp |
| Employer contribution / active EE | $3,738 | $4,769-21.6% | $4,323-13.5% | $2,544+46.9% |
| Participant deferral / active EE | $2,652 | $6,689-60.3% | $6,094-56.5% | $4,237-37.4% |
| Admin fee / account holder | $215 | $477-54.9% | $7,195-97.0% | $593-63.7% |