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 |
|---|---|---|
Service code 15 · EIN 06-1050034 | Recordkeeping | $83,831 |
ASSET STRATEGY CONSULTANTS2+ years Service code 27 SIX NORTH PARK DRIVE, SUITE 208 · HUNT VALLEY, MD 21030 | Advisory (Plan) | $70,465 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,000 |
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 | $18,613 | $49,270-62.2% | $156,549-88.1% | $329,111-94.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 84.0%+16.0pp | 67.9%+32.1pp |
| Annual return | 7.82% | 23.25%-15.4pp | 32.23%-24.4pp | 16.35%-8.5pp |
| Employer contribution / active EE | $2,435 | $1,534+58.7% | $5,501-55.7% | $2,303+5.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $4,871-100.0% | $3,682-100.0% |
| Admin fee / account holder | $0 | $51-99.5% | $13,027-100.0% | $754-100.0% |