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 LTD6+ years Service code 27 · EIN 02-0532349 | Advisory (Plan) | $40,000 |
MATRIX TRUST COMPANY5+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $16,170 |
NWPS1 year Service code 13 · EIN 91-2090931 | Contract Administrator | $15,936 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTON LARSEN ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $15,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $279,069 | $60,124+364.2% | $90,404+208.7% | $79,858+249.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.06% | 71.94%-59.9pp | 1293.02%-1281.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $15,818 | $2,068+665.0% | $3,262+384.9% | $2,471+540.2% |
| Participant deferral / active EE | $15,021 | $2,938+411.2% | $3,963+279.0% | $3,740+301.6% |
| Admin fee / account holder | $779 | $3,976-80.4% | $5,611-86.1% | $5,306-85.3% |