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 13 · EIN 06-1050034 | Contract Administrator | $83,408 |
ASSET STRATEGY CONSULTANTS4+ years Service code 27 · EIN 52-1788440 | Advisory (Plan) | $67,215 |
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,260 |
Annual investment return 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 | $53,587 | $44,007+21.8% | $154,107-65.2% | $68,904-22.2% |
| Participation rate | 100.0% | 70.0%+30.0pp | 83.0%+17.0pp | 74.1%+25.9pp |
| Annual return | -8.53% | 8.15%-16.7pp | 735.12%-743.6pp | 1.07%-9.6pp |
| Employer contribution / active EE | $0 | $1,732-100.0% | $5,298-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $5,922 | $2,813+110.5% | $5,081+16.6% | $4,015+47.5% |
| Admin fee / account holder | $2 | $65-96.3% | $13,411-100.0% | $71-96.6% |