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 | $74,325 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 16 · EIN 34-1753575 | Consulting | $30,957 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $19,845 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,303 | $89,436-47.1% | $164,813-71.3% | $77,643-39.1% |
| Participation rate | 78.4% | 78.6%-0.2pp | 78.6%-0.2pp | 70.6%+7.8pp |
| Annual return | 14.63% | 28.83%-14.2pp | 69.93%-55.3pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,078 | $2,569-58.0% | $4,341-75.2% | $2,726-60.4% |
| Participant deferral / active EE | $3,225 | $4,897-34.1% | $6,031-46.5% | $4,647-30.6% |
| Admin fee / account holder | $171 | $339-49.7% | $12,690-98.7% | $430-60.3% |