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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $96,033 |
Service code 37 · EIN 04-2647786 | Loan Processing | $78,617 |
ARMANINO LLP1 year Service code 10 · EIN 04-6214841 | Accounting | $19,583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,660 | $29,988-11.1% | $81,478-67.3% | $80,976-67.1% |
| Participation rate | 7.8% | 32.0%-24.2pp | 68.0%-60.2pp | 68.3%-60.5pp |
| Annual return | 25.16% | 51.73%-26.6pp | 38.78%-13.6pp | 22.91%+2.3pp |
| Employer contribution / active EE | $57 | $470-87.8% | $2,568-97.8% | $2,402-97.6% |
| Participant deferral / active EE | $379 | $1,209-68.6% | $3,537-89.3% | $3,848-90.2% |
| Admin fee / account holder | $19 | $63-69.1% | $4,561-99.6% | $67-71.2% |