Filed January 30, 2004 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $260,671 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $12,364 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,942 | $50,127+143.3% | $149,673-18.5% | $80,160+52.1% |
| Participation rate | 78.9% | 64.3%+14.6pp | 78.8%+0.1pp | 72.9%+5.9pp |
| Annual return | 17.57% | 29.82%-12.2pp | 134.42%-116.8pp | 40.38%-22.8pp |
| Employer contribution / active EE | $2,516 | $1,865+35.0% | $4,818-47.8% | $2,978-15.5% |
| Participant deferral / active EE | $6,224 | $3,194+94.9% | $5,680+9.6% | $5,017+24.0% |
| Admin fee / account holder | $88 | $153-42.6% | $13,210-99.3% | $145-39.5% |