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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $194,891 |
CAMMACK LARHETTE ADVISORS6+ years Service code 16 · EIN 20-4668732 | Consulting | $54,148 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN,LLP Service code 10 · EIN 41-0746749 | Accounting | $19,225 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $175 |
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 | $164,264 | $105,581+55.6% | $70,449+133.2% | $90,288+81.9% |
| Participation rate | 94.6% | 77.5%+17.0pp | 75.1%+19.5pp | 73.4%+21.2pp |
| Annual return | 13.06% | 14.78%-1.7pp | 109.03%-96.0pp | 53.97%-40.9pp |
| Employer contribution / active EE | $4,464 | $3,304+35.1% | $2,737+63.1% | $2,524+76.8% |
| Participant deferral / active EE | $5,603 | $3,813+46.9% | $3,709+51.1% | $4,232+32.4% |
| Admin fee / account holder | $106 | $68+57.3% | $3,845-97.2% | $114-6.9% |