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 | $75,404 |
HIGHLAND CONSULTING ASSOCIATES5+ years Service code 16 · EIN 34-1753574 | Consulting | $22,002 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $17,063 |
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 | $47,733 | $78,419-39.1% | $133,956-64.4% | $73,409-35.0% |
| Participation rate | 93.9% | 78.6%+15.3pp | 79.8%+14.0pp | 72.2%+21.7pp |
| Annual return | 18.87% | 33.35%-14.5pp | 45.09%-26.2pp | 59.29%-40.4pp |
| Employer contribution / active EE | $1,023 | $2,044-50.0% | $3,919-73.9% | $2,234-54.2% |
| Participant deferral / active EE | $3,161 | $3,925-19.5% | $5,048-37.4% | $3,805-16.9% |
| Admin fee / account holder | $213 | $161+32.1% | $8,927-97.6% | $158+35.0% |