Filed October 2, 1992
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 |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $89,416 |
ELLWOOD ASSOCIATES1+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $73,373 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $12,860 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $296,325 | $88,324+235.5% | $115,037+157.6% | $55,191+436.9% |
| Participation rate | 92.0% | 72.5%+19.5pp | 81.4%+10.6pp | 69.2%+22.8pp |
| Annual return | 10.46% | 6.30%+4.2pp | 26.14%-15.7pp | 10.78%-0.3pp |
| Employer contribution / active EE | $9,128 | $2,805+225.4% | $4,608+98.1% | $1,899+380.8% |
| Participant deferral / active EE | $8,239 | $5,042+63.4% | $6,026+36.7% | $3,046+170.4% |
| Admin fee / account holder | $356 | $105+237.4% | $8,175-95.7% | $91+291.7% |