Filed October 7, 2005 (most recent of 8 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $127,883 |
MERCER2 years Service code 16 · EIN 36-2668272 | Consulting | $22,500 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 49 · EIN 41-0746749 | Other Services | $16,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,164 | $89,178+54.9% | $91,541+50.9% | $102,872+34.3% |
| Participation rate | 67.1% | 79.7%-12.6pp | 69.8%-2.7pp | 73.0%-5.9pp |
| Annual return | 12.86% | 14.52%-1.7pp | 20.50%-7.6pp | 19.06%-6.2pp |
| Employer contribution / active EE | $2,792 | $3,455-19.2% | $2,505+11.5% | $3,526-20.8% |
| Participant deferral / active EE | $5,107 | $4,657+9.7% | $4,008+27.4% | $5,535-7.7% |
| Admin fee / account holder | $112 | $134-16.3% | $6,956-98.4% | $292-61.6% |