Filed January 6, 2006
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 |
|---|---|---|
ARMANINO LLP1 year Service code 10 · EIN 33-2514127 | Accounting | $51,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,792 | $117,025-48.9% | $91,541-34.7% | $85,563-30.1% |
| Participation rate | 63.7% | 64.2%-0.6pp | 69.8%-6.1pp | 66.0%-2.3pp |
| Annual return | 38.78% | 18.02%+20.8pp | 20.50%+18.3pp | 31.51%+7.3pp |
| Employer contribution / active EE | $1,818 | $2,120-14.3% | $2,505-27.4% | $2,654-31.5% |
| Participant deferral / active EE | $2,191 | $3,446-36.4% | $4,008-45.3% | $4,375-49.9% |
| Admin fee / account holder | $152 | $1,242-87.8% | $6,956-97.8% | $834-81.8% |