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 8-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 |
|---|---|---|
PRIAC1 year Service code 10 · EIN 06-1050034 | Accounting | $34,890 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $16,910 |
ASSET STRATEGY CONSULTANTS3 years Service code 10 · EIN 52-1788440 | Accounting | $13,918 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,424 | $66,513-82.8% | $178,490-93.6% | $106,222-89.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 81.9%+18.1pp | 70.8%+29.2pp |
| Annual return | 33.11% | 21.81%+11.3pp | 151.07%-118.0pp | 21.69%+11.4pp |
| Employer contribution / active EE | $931 | $1,776-47.6% | $5,011-81.4% | $2,723-65.8% |
| Participant deferral / active EE | $2,489 | $3,679-32.3% | $5,202-52.1% | $4,600-45.9% |
| Admin fee / account holder | $1 | $53-97.5% | $13,984-100.0% | $78-98.3% |