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 CONSULTANTS7+ years Service code 16 · EIN 52-1788440 | Consulting | $66,425 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $20,500 |
Service code 10 · EIN 06-1050034 | Accounting | $17,273 |
CLIFTONLARSONALLEN LLP7+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 49 · EIN 52-1788440 | Other Services | $7,481 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 10 · EIN 82-2042737 | Accounting | $6,216 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,330 | $69,238-30.2% | $185,823-74.0% | $101,517-52.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.7%+18.3pp | 74.6%+25.4pp |
| Annual return | 14.36% | 21.26%-6.9pp | 122.05%-107.7pp | 21.00%-6.6pp |
| Employer contribution / active EE | $2,621 | $2,104+24.5% | $5,167-49.3% | $2,973-11.9% |
| Participant deferral / active EE | $0 | $3,764-100.0% | $5,568-100.0% | $4,873-100.0% |
| Admin fee / account holder | $7 | $66-89.5% | $16,237-100.0% | $139-95.0% |