Filed March 21, 2014
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 LLP2 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 27 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $35,551 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,716 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,730 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,096 | $111,491-9.3% | $189,513-46.7% | $86,799+16.5% |
| Participation rate | 96.4% | 87.3%+9.1pp | 87.8%+8.6pp | 72.3%+24.1pp |
| Annual return | 13.97% | 83.50%-69.5pp | 555.15%-541.2pp | 97.91%-83.9pp |
| Employer contribution / active EE | $3,216 | $3,951-18.6% | $6,162-47.8% | $2,405+33.7% |
| Participant deferral / active EE | $6,632 | $6,437+3.0% | $8,221-19.3% | $4,131+60.5% |
| Admin fee / account holder | $256 | $189+35.5% | $12,045-97.9% | $170+50.8% |