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 LLP5+ years Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $10,300 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,917 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,094 |
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 | $63,454 | $65,376-2.9% | $87,100-27.1% | $65,185-2.7% |
| Participation rate | 89.8% | 75.3%+14.4pp | 76.9%+12.9pp | 70.2%+19.6pp |
| Annual return | 20.10% | 31.27%-11.2pp | 28.19%-8.1pp | 29.38%-9.3pp |
| Employer contribution / active EE | $1,076 | $1,822-41.0% | $2,521-57.3% | $2,177-50.6% |
| Participant deferral / active EE | $4,109 | $3,388+21.3% | $4,049+1.5% | $3,514+16.9% |
| Admin fee / account holder | $105 | $520-79.8% | $7,497-98.6% | $847-87.6% |