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 | $222,288 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $135,889 |
ARMANINO LLP7+ years Filed as: ARMAMINO LLP Service code 10 · EIN 94-6214841 | Accounting | $21,420 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,704 | $122,114-58.5% | $96,139-47.3% | $101,517-50.1% |
| Participation rate | 87.5% | 40.2%+47.4pp | 68.4%+19.1pp | 74.6%+13.0pp |
| Annual return | 5.60% | 22.60%-17.0pp | 191.94%-186.3pp | 21.00%-15.4pp |
| Employer contribution / active EE | $1,139 | $938+21.4% | $2,797-59.3% | $2,973-61.7% |
| Participant deferral / active EE | $5,553 | $2,166+156.4% | $4,349+27.7% | $4,873+13.9% |
| Admin fee / account holder | $49 | $1,652-97.0% | $5,537-99.1% | $139-65.0% |