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 | $81,426 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,454 |
ARMANINO LLP2+ years Filed as: ARMAMINO LLP Service code 10 · EIN 94-6214841 | Accounting | $19,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $23,052 | $26,033-11.5% | $74,583-69.1% | $329,111-93.0% |
| Participation rate | 7.3% | 26.0%-18.6pp | 68.1%-60.8pp | 67.9%-60.5pp |
| Annual return | 11.77% | 33.64%-21.9pp | 20.47%-8.7pp | 16.35%-4.6pp |
| Employer contribution / active EE | $49 | $317-84.7% | $2,525-98.1% | $2,303-97.9% |
| Participant deferral / active EE | $347 | $825-58.0% | $3,458-90.0% | $3,682-90.6% |
| Admin fee / account holder | $19 | $62-69.2% | $4,138-99.5% | $754-97.5% |