Filed October 6, 2010
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 |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $26,607 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,652 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $8,999 |
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 | $31,847 | $54,890-42.0% | $63,517-49.9% | $59,188-46.2% |
| Participation rate | 82.0% | 75.6%+6.5pp | 71.0%+11.0pp | 69.4%+12.6pp |
| Annual return | -0.29% | 4.56%-4.9pp | -70.30%+70.0pp | 5.51%-5.8pp |
| Employer contribution / active EE | $1,873 | $1,831+2.3% | $2,322-19.3% | $2,098-10.7% |
| Participant deferral / active EE | $1,269 | $2,803-54.7% | $2,953-57.0% | $3,265-61.1% |
| Admin fee / account holder | $52 | $66-21.3% | $5,892-99.1% | $92-43.5% |