Filed March 10, 2005 (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 7-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 |
|---|---|---|
Filed as: CHARTWELL CAPITAL SOLUTIONS Service code 34 · EIN 71-0870378 | Valuation (appraisals, etc.) | $16,500 |
MENKE & ASSOCIATES, INC.2+ years Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $15,423 |
LINDQUIST LLP2+ years Filed as: LINDQUIST & VENNUM LLP Service code 29 4200 IDS CENTER 80 S 8TH STREET · MINNEAPOLIS, MN 55402 | Legal | $6,765 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $4,097 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,135 | $69,305+331.6% | $82,313+263.4% | $69,631+329.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 17.42% | 21.47%-4.0pp | 25.88%-8.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $8,067 | $1,887+327.6% | $2,428+232.2% | $2,032+297.0% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $95 | $97-2.4% | $5,608-98.3% | $110-14.1% |