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 | $70,727 |
Filed as: HIGHLAND Service code 16 · EIN 34-1753575 | Consulting | $20,000 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $16,696 |
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 | $37,077 | $62,267-40.5% | $110,238-66.4% | $55,725-33.5% |
| Participation rate | 92.6% | 78.1%+14.5pp | 79.8%+12.8pp | 70.9%+21.8pp |
| Annual return | 20.69% | -1.07%+21.8pp | 314.74%-294.1pp | 244.93%-224.2pp |
| Employer contribution / active EE | $862 | $1,941-55.6% | $3,826-77.5% | $2,078-58.5% |
| Participant deferral / active EE | $2,767 | $3,516-21.3% | $4,672-40.8% | $3,356-17.5% |
| Admin fee / account holder | $234 | $121+93.6% | $8,547-97.3% | $115+103.2% |