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 LLP6+ years Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $10,300 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,977 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,510 |
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 | $68,037 | $73,638-7.6% | $95,952-29.1% | $73,488-7.4% |
| Participation rate | 88.8% | 76.2%+12.7pp | 77.1%+11.8pp | 70.7%+18.1pp |
| Annual return | 15.94% | 16.78%-0.8pp | 91.61%-75.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,386 | $1,863-25.6% | $2,541-45.5% | $2,270-39.0% |
| Participant deferral / active EE | $4,035 | $3,617+11.6% | $4,167-3.2% | $3,740+7.9% |
| Admin fee / account holder | $98 | $482-79.7% | $6,795-98.6% | $513-81.0% |