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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $85,596 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 16 · EIN 34-1753575 | Consulting | $32,940 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $20,160 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,408 | $108,549-53.6% | $156,263-67.7% | $85,563-41.1% |
| Participation rate | 79.5% | 77.1%+2.4pp | 78.9%+0.6pp | 66.0%+13.5pp |
| Annual return | 15.66% | 21.79%-6.1pp | 59.47%-43.8pp | 31.51%-15.9pp |
| Employer contribution / active EE | $1,270 | $2,690-52.8% | $4,333-70.7% | $2,654-52.1% |
| Participant deferral / active EE | $3,809 | $4,800-20.7% | $6,158-38.2% | $4,375-12.9% |
| Admin fee / account holder | $184 | $650-71.8% | $14,255-98.7% | $834-78.0% |