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 | $71,872 |
Filed as: HIGHLAND CONSULTING ASSOCIATES,INC Service code 16 · EIN 34-1753575 | Consulting | $26,311 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $19,115 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,986 | $91,372-45.3% | $129,995-61.5% | $74,419-32.8% |
| Participation rate | 95.6% | 77.8%+17.8pp | 78.5%+17.1pp | 70.7%+24.8pp |
| Annual return | 18.35% | 23.21%-4.9pp | -137.18%+155.5pp | 34.38%-16.0pp |
| Employer contribution / active EE | $1,430 | $2,563-44.2% | $4,320-66.9% | $2,637-45.8% |
| Participant deferral / active EE | $4,298 | $4,721-9.0% | $5,820-26.2% | $4,528-5.1% |
| Admin fee / account holder | $200 | $283-29.3% | $10,614-98.1% | $348-42.4% |