Filed March 19, 2012 (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 |
|---|---|---|
STILES FINANCIAL SERVICES2 years Filed as: STILES FINANCIAL SERVICES INC Service code 27 7505 METRO BLVD STE 510 · EDINA, MN 55439 | Advisory (Plan) | $51,500 |
CLIFTONLARSONALLEN LLP10+ years Service code 27 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Advisory (Plan) | $9,634 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $172,573 | $106,028+62.8% | $146,958+17.4% | $77,643+122.3% |
| Participation rate | 97.7% | 78.4%+19.4pp | 82.2%+15.6pp | 70.6%+27.2pp |
| Annual return | 14.49% | 56.73%-42.2pp | 418.34%-403.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $6,593 | $4,063+62.3% | $4,933+33.7% | $2,726+141.9% |
| Participant deferral / active EE | $12,609 | $7,990+57.8% | $8,070+56.3% | $4,647+171.3% |
| Admin fee / account holder | $83 | $337-75.3% | $12,998-99.4% | $430-80.6% |