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.7+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $79,571 |
ELLWOOD ASSOCIATES7+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $77,117 |
CLIFTONLARSONALLEN LLP7+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $16,080 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $409,078 | $104,317+292.1% | $159,436+156.6% | $86,799+371.3% |
| Participation rate | 95.3% | 77.7%+17.6pp | 82.8%+12.5pp | 72.3%+23.0pp |
| Annual return | 13.25% | 26.32%-13.1pp | 263.57%-250.3pp | 97.91%-84.7pp |
| Employer contribution / active EE | $10,461 | $3,451+203.2% | $4,829+116.6% | $2,405+334.9% |
| Participant deferral / active EE | $9,822 | $6,837+43.7% | $7,352+33.6% | $4,131+137.8% |
| Admin fee / account holder | $482 | $172+179.8% | $10,799-95.5% | $170+184.2% |