Filed May 16, 2006
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 CONSULTANTS1+ years Service code 27 · EIN 52-1788440 | Advisory (Plan) | $92,108 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,000 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $9,786 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,417 | $46,516-60.4% | $147,614-87.5% | $69,651-73.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.6%+15.4pp | 66.6%+33.4pp |
| Annual return | 0.30% | 9.48%-9.2pp | 61.98%-61.7pp | 53.77%-53.5pp |
| Employer contribution / active EE | $2,381 | $1,393+70.9% | $5,564-57.2% | $2,241+6.3% |
| Participant deferral / active EE | $0 | $2,719-100.0% | $4,895-100.0% | $3,635-100.0% |
| Admin fee / account holder | $0 | $45-99.4% | $11,611-100.0% | $63-99.6% |