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 CONSULTANTS6+ years Service code 10 · EIN 52-1788440 | Accounting | $99,321 |
PRIAC1 year Service code 10 · EIN 06-1050034 | Accounting | $20,839 |
CLIFTONLARSONALLEN LLP6+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,760 |
Filed as: PRUDENTIA INVENULLSTMENT MANAGEMENT Service code 63 · EIN 13-4122960 | 12b-1 Fees | $20 |
Service code 15 | Recordkeeping | $0 |
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 | $79,461 | $63,259+25.6% | $178,490-55.5% | $93,223-14.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.9%+18.1pp | 74.9%+25.1pp |
| Annual return | 16.82% | 19.93%-3.1pp | 151.07%-134.3pp | 19.29%-2.5pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $5,011-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $6,224 | $3,372+84.6% | $5,202+19.7% | $4,563+36.4% |
| Admin fee / account holder | $2 | $58-95.9% | $13,984-100.0% | $79-97.0% |