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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $191,738 |
Service code 16 · EIN 26-0058143 | Consulting | $64,607 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $17,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,678 | $105,179+74.6% | $64,056+186.7% | $80,160+129.1% |
| Participation rate | 69.1% | 73.5%-4.5pp | 72.3%-3.2pp | 72.9%-3.9pp |
| Annual return | 15.80% | 20.34%-4.5pp | 33.69%-17.9pp | 40.38%-24.6pp |
| Employer contribution / active EE | $3,800 | $3,311+14.8% | $2,747+38.4% | $2,978+27.6% |
| Participant deferral / active EE | $5,005 | $4,020+24.5% | $3,880+29.0% | $5,017-0.2% |
| Admin fee / account holder | $105 | $113-7.0% | $3,068-96.6% | $145-27.3% |