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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $117,619 |
Service code 37 · EIN 04-2647786 | Loan Processing | $63,616 |
ARMANINO LLP2 years Service code 10 · EIN 04-6214841 | Accounting | $18,533 |
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 | $23,851 | $26,810-11.0% | $76,523-68.8% | $73,367-67.5% |
| Participation rate | 9.3% | 34.6%-25.3pp | 68.0%-58.7pp | 69.5%-60.2pp |
| Annual return | -2.86% | 17.04%-19.9pp | -0.27%-2.6pp | 173.45%-176.3pp |
| Employer contribution / active EE | $67 | $503-86.7% | $2,647-97.5% | $2,499-97.3% |
| Participant deferral / active EE | $485 | $1,312-63.1% | $3,835-87.4% | $4,033-88.0% |
| Admin fee / account holder | $18 | $71-74.9% | $4,848-99.6% | $68-74.1% |