Filed April 25, 2012
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 LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $10,873 |
ASSET STRATEGY CONSULTANTS6+ years Service code 10 · EIN 52-1788440 | Accounting | $5,905 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $2,173 |
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 | $38,904 | $56,485-31.1% | $185,823-79.1% | $86,799-55.2% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 29.11% | 118.04%-88.9pp | 122.05%-92.9pp | 97.91%-68.8pp |
| Employer contribution / active EE | $818 | $1,843-55.6% | $5,167-84.2% | $2,405-66.0% |
| Participant deferral / active EE | $2,664 | $2,553+4.4% | $5,568-52.1% | $4,131-35.5% |
| Admin fee / account holder | $21 | $150-86.3% | $16,237-99.9% | $170-87.9% |