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 CONSULTANTS8+ years Service code 10 · EIN 52-1788440 | Accounting | $60,033 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $13,888 |
CLIFTONLARSONALLEN LLP8+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $8,405 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,827 | $52,346-25.8% | $143,757-73.0% | $78,044-50.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 80.3%+19.7pp | 74.4%+25.6pp |
| Annual return | -19.05% | -14.19%-4.9pp | -0.04%-19.0pp | 10.87%-29.9pp |
| Employer contribution / active EE | $2,509 | $2,131+17.7% | $4,951-49.3% | $3,125-19.7% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,637-100.0% | $5,084-100.0% |
| Admin fee / account holder | $8 | $63-87.3% | $14,673-99.9% | $79-89.8% |