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 | $218,477 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $199,700 |
ARMANINO LLP9+ years Filed as: ARMAMINO LLP Service code 10 · EIN 94-6214841 | Accounting | $23,940 |
Service code 27 · EIN 93-1242462 | Advisory (Plan) | $8,043 |
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 | $61,736 | $36,020+71.4% | $80,569-23.4% | $103,482-40.3% |
| Participation rate | 93.7% | 38.5%+55.2pp | 67.0%+26.7pp | 73.3%+20.4pp |
| Annual return | 23.85% | 63.68%-39.8pp | 935.43%-911.6pp | 33.11%-9.3pp |
| Employer contribution / active EE | $2,860 | $998+186.7% | $2,723+5.0% | $3,208-10.8% |
| Participant deferral / active EE | $8,478 | $2,343+261.9% | $4,447+90.6% | $5,207+62.8% |
| Admin fee / account holder | $58 | $472-87.6% | $5,377-98.9% | $114-48.8% |