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.3+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $118,113 |
ELLWOOD ASSOCIATES3+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $75,787 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $13,500 |
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 | $318,546 | $155,795+104.5% | $136,294+133.7% | $69,631+357.5% |
| Participation rate | 98.5% | 75.2%+23.2pp | 81.9%+16.5pp | 70.7%+27.8pp |
| Annual return | 17.28% | 232464.33%-232447.1pp | 5155.94%-5138.7pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $8,501 | $2,991+184.2% | $4,695+81.0% | $2,032+318.3% |
| Participant deferral / active EE | $9,399 | $5,394+74.3% | $6,247+50.5% | $3,224+191.6% |
| Admin fee / account holder | $378 | $128+194.7% | $9,243-95.9% | $110+242.2% |