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 10 · EIN 06-1050034 | Accounting | $94,107 |
ASSET STRATEGY CONSULTANTS6+ years Service code 10 · EIN 52-1788440 | Accounting | $61,572 |
CLIFTONLARSONALLEN LLP6+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,760 |
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 | $39,601 | $63,259-37.4% | $178,490-77.8% | $93,223-57.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.9%+18.1pp | 74.9%+25.1pp |
| Annual return | 16.20% | 19.93%-3.7pp | 151.07%-134.9pp | 19.29%-3.1pp |
| Employer contribution / active EE | $2,272 | $1,865+21.8% | $5,011-54.7% | $2,680-15.2% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | $0 | $58-99.6% | $13,984-100.0% | $79-99.7% |