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 |
|---|---|---|
ASSET STRATEGY CONSULTANTS7+ years Service code 27 · EIN 52-1788440 | Advisory (Plan) | $12,210 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $11,135 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,678 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,503 | $46,292-31.9% | $143,757-78.1% | $64,808-51.4% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -14.39% | -10.05%-4.3pp | -0.04%-14.3pp | 32.82%-47.2pp |
| Employer contribution / active EE | $862 | $1,910-54.8% | $4,951-82.6% | $2,506-65.6% |
| Participant deferral / active EE | $3,035 | $2,646+14.7% | $5,637-46.2% | $4,310-29.6% |
| Admin fee / account holder | $36 | $154-76.8% | $14,673-99.8% | $188-81.0% |