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 | $85,550 |
CLIFTONLARSONALLEN LLP9+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $24,570 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $18,914 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $16,500 |
ASSET STRATEGY CONSULTANTS9+ years Service code 27 · EIN 52-1788440 | Advisory (Plan) | $14,862 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,220 | $59,339-12.0% | $149,673-65.1% | $103,482-49.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 78.8%+21.2pp | 73.3%+26.7pp |
| Annual return | 16.66% | 77.78%-61.1pp | 134.42%-117.8pp | 33.11%-16.4pp |
| Employer contribution / active EE | $2,509 | $2,178+15.2% | $4,818-47.9% | $3,208-21.8% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $5,680-100.0% | $5,207-100.0% |
| Admin fee / account holder | $18 | $103-82.4% | $13,210-99.9% | $114-84.1% |