Filed May 25, 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 |
|---|---|---|
DUNCAN & HALEY LTD3+ years Service code 27 · EIN 02-0532349 | Advisory (Plan) | $40,000 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSEN ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $16,762 |
NORTHWEST PLAN SERVICES, INC.2+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $16,052 |
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $12,436 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $224,769 | $53,127+323.1% | $86,590+159.6% | $70,131+220.5% |
| Participation rate | 91.1% | 65.3%+25.8pp | 73.5%+17.6pp | 69.5%+21.6pp |
| Annual return | 17.36% | 27.66%-10.3pp | 964.84%-947.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $11,029 | $2,068+433.3% | $2,839+288.5% | $2,342+370.9% |
| Participant deferral / active EE | $7,952 | $2,696+195.0% | $3,609+120.4% | $3,332+138.7% |
| Admin fee / account holder | $628 | $3,585-82.5% | $4,906-87.2% | $4,645-86.5% |