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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $110,696 |
Service code 37 · EIN 04-2647786 | Loan Processing | $66,703 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $19,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,317 | $32,762+23.1% | $84,611-52.3% | $89,569-55.0% |
| Participation rate | 42.1% | 34.6%+7.5pp | 68.2%-26.1pp | 69.6%-27.5pp |
| Annual return | 5.49% | 28.37%-22.9pp | 258.74%-253.3pp | 34.56%-29.1pp |
| Employer contribution / active EE | $351 | $564-37.7% | $2,652-86.8% | $2,584-86.4% |
| Participant deferral / active EE | $2,103 | $1,501+40.2% | $3,899-46.0% | $4,220-50.2% |
| Admin fee / account holder | $27 | $82-66.7% | $4,912-99.4% | $72-61.6% |