Filed September 26, 2011
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 |
|---|---|---|
Filed as: BURNS ADVISORY GROUP Service code 27 · EIN 11-3663563 | Advisory (Plan) | $52,142 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,308 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,594 | $70,667-4.3% | $123,104-45.1% | $52,331+29.2% |
| Participation rate | 99.3% | 83.7%+15.6pp | 86.8%+12.6pp | 68.1%+31.2pp |
| Annual return | -0.15% | 6.23%-6.4pp | 13.22%-13.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $2,941 | $2,946-0.2% | $5,151-42.9% | $1,882+56.3% |
| Participant deferral / active EE | $3,332 | $4,493-25.8% | $6,230-46.5% | $3,022+10.3% |
| Admin fee / account holder | $264 | $506-47.9% | $9,015-97.1% | $592-55.4% |