Filed October 18, 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 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 |
|---|---|---|
CLIFTONLARSONALLEN LLP1+ years Service code 10 220 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Accounting | $12,200 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,096 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,945 | $55,516+2.6% | $75,781-24.9% | $59,188-3.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 0.10% | -1.89%+2.0pp | 9.68%-9.6pp | 5.51%-5.4pp |
| Employer contribution / active EE | $0 | $2,604-100.0% | $3,323-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $5,522 | $2,599+112.5% | $3,651+51.2% | $3,265+69.2% |
| Admin fee / account holder | $5 | $110-95.2% | $5,299-99.9% | $92-94.3% |