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 | $55,884 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $16,750 |
Filed as: HIGHLAND Service code 16 · EIN 34-1753575 | Consulting | $15,246 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,154 | $69,159-37.6% | $125,175-65.5% | $67,579-36.1% |
| Participation rate | 94.1% | 78.2%+15.9pp | 79.8%+14.3pp | 71.3%+22.8pp |
| Annual return | 13.10% | 27.12%-14.0pp | 43.79%-30.7pp | 378.56%-365.5pp |
| Employer contribution / active EE | $810 | $2,023-60.0% | $3,865-79.0% | $2,148-62.3% |
| Participant deferral / active EE | $2,557 | $3,700-30.9% | $4,937-48.2% | $3,539-27.7% |
| Admin fee / account holder | $181 | $142+27.6% | $9,702-98.1% | $142+27.1% |