Filed May 9, 2016 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,577 |
HIGHLAND CONSULTING ASSOCIATES2+ years Service code 16 · EIN 34-1753575 | Consulting | $20,000 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $16,058 |
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 | $33,057 | $71,666-53.9% | $117,854-72.0% | $69,631-52.5% |
| Participation rate | 91.7% | 77.5%+14.2pp | 79.7%+12.1pp | 70.7%+21.0pp |
| Annual return | 21.06% | 18.86%+2.2pp | 335.08%-314.0pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $618 | $1,889-67.3% | $3,786-83.7% | $2,032-69.6% |
| Participant deferral / active EE | $2,725 | $3,340-18.4% | $4,482-39.2% | $3,224-15.5% |
| Admin fee / account holder | $202 | $120+67.8% | $8,020-97.5% | $110+82.9% |