Filed April 30, 2009 (most recent of 5 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $205,190 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,947 |
ARMANINO LLP10+ years Filed as: ARMAMINO LLP Service code 10 · EIN 94-6214841 | Accounting | $25,148 |
Service code 27 · EIN 93-1242462 | Advisory (Plan) | $11,045 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,979 | $41,510+97.5% | $84,966-3.5% | $99,062-17.2% |
| Participation rate | 93.7% | 35.3%+58.5pp | 67.5%+26.2pp | 71.6%+22.1pp |
| Annual return | 18.68% | 17.38%+1.3pp | 66.38%-47.7pp | 17.66%+1.0pp |
| Employer contribution / active EE | $3,040 | $1,137+167.3% | $2,727+11.5% | $3,262-6.8% |
| Participant deferral / active EE | $10,010 | $2,246+345.6% | $4,519+121.5% | $5,331+87.8% |
| Admin fee / account holder | $37 | $175-78.8% | $6,149-99.4% | $109-65.9% |