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 | $72,568 |
Filed as: HIGHLAND Service code 16 · EIN 34-1753575 | Consulting | $25,076 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $17,855 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,058 | $71,142-39.5% | $119,609-64.0% | $64,808-33.6% |
| Participation rate | 95.9% | 78.6%+17.3pp | 79.3%+16.7pp | 71.5%+24.5pp |
| Annual return | -17.18% | -10.01%-7.2pp | -14.97%-2.2pp | 32.82%-50.0pp |
| Employer contribution / active EE | $1,280 | $2,497-48.7% | $4,232-69.7% | $2,506-48.9% |
| Participant deferral / active EE | $3,989 | $4,490-11.2% | $5,602-28.8% | $4,310-7.5% |
| Admin fee / account holder | $199 | $162+23.0% | $10,323-98.1% | $188+6.2% |