Filed February 7, 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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $182,864 |
CAMMACK LARHETTE ADVISORS5+ years Service code 16 · EIN 20-4668732 | Consulting | $57,401 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN,LLP Service code 10 · EIN 41-0746749 | Accounting | $14,000 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $143,132 | $204,517-30.0% | $69,455+106.1% | $77,787+84.0% |
| Participation rate | 95.2% | 74.6%+20.6pp | 74.6%+20.6pp | 73.2%+22.0pp |
| Annual return | 18.79% | 22.10%-3.3pp | 28.97%-10.2pp | 32.57%-13.8pp |
| Employer contribution / active EE | $4,391 | $3,548+23.8% | $2,779+58.0% | $2,504+75.3% |
| Participant deferral / active EE | $5,517 | $3,478+58.6% | $3,535+56.0% | $3,967+39.1% |
| Admin fee / account holder | $100 | $101-1.0% | $3,839-97.4% | $100-0.5% |