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 |
|---|---|---|
Service code 15 · EIN 06-1050034 | Recordkeeping | $100,343 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $46,053 |
ASSET STRATEGY CONSULTANTS6 years Service code 27 · EIN 52-1788440 | Advisory (Plan) | $27,432 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $19,112 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,802 | $68,330-65.2% | $149,673-84.1% | $96,393-75.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 78.8%+21.2pp | 71.3%+28.7pp |
| Annual return | 20.40% | 29.64%-9.2pp | 134.42%-114.0pp | 22.88%-2.5pp |
| Employer contribution / active EE | $1,245 | $2,139-41.8% | $4,818-74.1% | $3,238-61.5% |
| Participant deferral / active EE | $3,742 | $4,422-15.4% | $5,680-34.1% | $5,455-31.4% |
| Admin fee / account holder | $9 | $52-82.7% | $13,210-99.9% | $74-87.8% |