Filed June 11, 2019
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 | $13,187 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $9,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,203 | $60,165-23.2% | $74,183-37.7% | $55,167-16.2% |
| Participation rate | 90.6% | 74.2%+16.4pp | 76.6%+14.0pp | 69.0%+21.6pp |
| Annual return | 5.71% | 10.00%-4.3pp | 17.74%-12.0pp | 169.23%-163.5pp |
| Employer contribution / active EE | $1,187 | $1,600-25.8% | $2,370-49.9% | $1,963-39.5% |
| Participant deferral / active EE | $3,575 | $2,973+20.3% | $3,550+0.7% | $3,054+17.1% |
| Admin fee / account holder | $118 | $419-71.7% | $5,586-97.9% | $504-76.5% |