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 | $66,022 |
ASSET STRATEGY CONSULTANTS4+ years Service code 27 · EIN 52-1788440 | Advisory (Plan) | $40,637 |
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,260 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,338 | $46,969-43.9% | $154,107-82.9% | $73,367-64.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 83.0%+17.0pp | 69.5%+30.5pp |
| Annual return | -5.72% | 821.68%-827.4pp | 735.12%-740.8pp | 173.45%-179.2pp |
| Employer contribution / active EE | $2,468 | $1,723+43.2% | $5,298-53.4% | $2,499-1.2% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $5,081-100.0% | $4,033-100.0% |
| Admin fee / account holder | $0 | $47-99.2% | $13,411-100.0% | $68-99.4% |