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 |
|---|---|---|
ELLWOOD ASSOCIATES4+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $95,751 |
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $93,467 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $13,900 |
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 | $323,523 | $75,388+329.1% | $123,544+161.9% | $55,725+480.6% |
| Participation rate | 98.1% | 75.7%+22.5pp | 82.3%+15.9pp | 70.9%+27.3pp |
| Annual return | -4.52% | 4.48%-9.0pp | 119.20%-123.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $9,467 | $3,063+209.1% | $4,628+104.6% | $2,078+355.6% |
| Participant deferral / active EE | $10,408 | $5,651+84.2% | $6,426+62.0% | $3,356+210.2% |
| Admin fee / account holder | $427 | $120+256.3% | $9,284-95.4% | $115+270.5% |