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 CONSULTANTS1+ years Service code 27 · EIN 52-1788440 | Advisory (Plan) | $121,149 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $32,734 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 61 | Other investment fees and expenses; F... | $0 |
Employer contribution per participant 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 | $36,981 | $63,964-42.2% | $147,614-74.9% | $67,505-45.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 84.6%+15.4pp | 71.2%+28.8pp |
| Annual return | 1.30% | 9.05%-7.8pp | 61.98%-60.7pp | 6.52%-5.2pp |
| Employer contribution / active EE | $1 | $1,618-99.9% | $5,564-100.0% | $2,173-99.9% |
| Participant deferral / active EE | $5,843 | $2,589+125.7% | $4,895+19.4% | $3,597+62.5% |
| Admin fee / account holder | $2 | $43-94.3% | $11,611-100.0% | $56-95.6% |