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 | $185,656 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $97,442 |
ARMANINO LLP4 years Service code 10 · EIN 94-6214841 | Accounting | $23,573 |
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 | $39,382 | $37,542+4.9% | $89,391-55.9% | $93,223-57.8% |
| Participation rate | 86.6% | 36.7%+49.9pp | 68.0%+18.6pp | 74.9%+11.6pp |
| Annual return | 26.45% | 16.65%+9.8pp | 245.62%-219.2pp | 19.29%+7.2pp |
| Employer contribution / active EE | $843 | $644+31.0% | $2,586-67.4% | $2,680-68.5% |
| Participant deferral / active EE | $4,296 | $1,684+155.1% | $3,890+10.4% | $4,563-5.9% |
| Admin fee / account holder | $33 | $107-69.1% | $4,881-99.3% | $79-58.4% |