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 CONSULTANTS3+ years Service code 27 · EIN 52-1788440 | Advisory (Plan) | $136,965 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $33,267 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $26,000 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $340 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,410 | $48,835+1.2% | $170,442-71.0% | $177,276-72.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 83.6%+16.4pp | 74.8%+25.2pp |
| Annual return | 17.84% | 19.44%-1.6pp | 205.93%-188.1pp | 21.25%-3.4pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $5,433-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $6,062 | $2,757+119.9% | $4,939+22.7% | $3,881+56.2% |
| Admin fee / account holder | $2 | $52-95.7% | $13,880-100.0% | $154-98.6% |