Filed May 18, 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 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 |
|---|---|---|
CARR, RIGGS & INGRAM, LLC8 years Service code 10 · EIN 75-1396621 201 S. HALGUENO · CARLSBAD, NM 88220 | Accounting | $55,960 |
Service code 10 · EIN 75-2489868 9816 SLIDE ROAD · LUBBOCK, TX 79424 | Accounting | $24,000 |
CLIFTONLARSONALLEN LLP6 years Filed as: CRI TPA SERVICES Service code 10 · EIN 83-4124826 2633 CENTENNIAL BLVD, #200 · TALLAHASSEE, FL 32308 | Accounting | $9,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,345 | $66,098+119.9% | $101,794+42.8% | $74,304+95.6% |
| Participation rate | 58.9% | 53.8%+5.2pp | 69.2%-10.3pp | 60.3%-1.4pp |
| Annual return | 8.63% | 19.59%-11.0pp | 30.53%-21.9pp | 29.43%-20.8pp |
| Employer contribution / active EE | $1,923 | $1,082+77.8% | $2,289-16.0% | $2,241-14.2% |
| Participant deferral / active EE | $2,270 | $2,781-18.4% | $4,084-44.4% | $3,767-39.7% |
| Admin fee / account holder | $2,970 | $4,146-28.4% | $8,777-66.2% | $2,9690% |