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 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $20,826 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 | Advisory (Participants) | $20,585 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $6,113 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,000 | $123,286-65.9% | $75,670-44.5% | $77,958-46.1% |
| Participation rate | 95.6% | 78.8%+16.9pp | 72.3%+23.3pp | 71.6%+24.0pp |
| Annual return | 14.13% | 20.45%-6.3pp | 27.34%-13.2pp | 20.87%-6.7pp |
| Employer contribution / active EE | $2,299 | $2,035+13.0% | $2,352-2.2% | $2,310-0.5% |
| Participant deferral / active EE | $2,058 | $3,095-33.5% | $3,142-34.5% | $3,537-41.8% |
| Admin fee / account holder | $74 | $144-48.3% | $5,800-98.7% | $97-23.5% |