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 | $248,471 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $172,629 |
ARMANINO LLP8+ years Filed as: ARMAMINO LLP Service code 10 · EIN 94-6214841 | Accounting | $22,470 |
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 | $41,462 | $32,482+27.6% | $77,024-46.2% | $78,044-46.9% |
| Participation rate | 94.0% | 37.9%+56.2pp | 67.9%+26.1pp | 74.4%+19.6pp |
| Annual return | -18.52% | -7.74%-10.8pp | 42.32%-60.8pp | 10.87%-29.4pp |
| Employer contribution / active EE | $2,210 | $965+129.0% | $2,812-21.4% | $3,125-29.3% |
| Participant deferral / active EE | $7,174 | $2,316+209.8% | $4,426+62.1% | $5,084+41.1% |
| Admin fee / account holder | $51 | $107-52.2% | $5,425-99.1% | $79-34.9% |