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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,472 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,683 |
ARMANINO LLP1+ years Filed as: ARMAMINO LLP Service code 10 · EIN 94-6214841 | Accounting | $15,545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,437 | $23,187-16.2% | $67,711-71.3% | $69,651-72.1% |
| Participation rate | 6.6% | 20.5%-13.9pp | 67.5%-60.9pp | 66.6%-59.9pp |
| Annual return | 5.11% | 599.89%-594.8pp | 25.41%-20.3pp | 53.77%-48.7pp |
| Employer contribution / active EE | $47 | $277-83.0% | $2,559-98.2% | $2,241-97.9% |
| Participant deferral / active EE | $296 | $676-56.2% | $3,585-91.8% | $3,635-91.9% |
| Admin fee / account holder | $18 | $65-72.7% | $4,255-99.6% | $63-72.1% |