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 |
|---|---|---|
BARNES, IACCARINO & SHEPHERD LLP4+ years Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $19,795 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,663 |
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 | $52,989 | $59,186-10.5% | $76,768-31.0% | $56,287-5.9% |
| Participation rate | 89.9% | 75.2%+14.7pp | 77.0%+13.0pp | 69.9%+20.1pp |
| Annual return | -5.38% | 6.62%-12.0pp | 2.43%-7.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,031 | $1,759-41.3% | $2,485-58.5% | $2,111-51.1% |
| Participant deferral / active EE | $4,150 | $3,255+27.5% | $3,852+7.8% | $3,350+23.9% |
| Admin fee / account holder | $124 | $489-74.7% | $6,675-98.1% | $521-76.3% |