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 6-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 | $296,799 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,420 |
ARMANINO LLP5 years Service code 10 · EIN 33-2514127 | Accounting | $25,148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,413 | $42,127-56.3% | $84,966-78.3% | $106,382-82.7% |
| Participation rate | 17.8% | 36.6%-18.8pp | 67.5%-49.7pp | 69.9%-52.1pp |
| Annual return | 20.96% | 36.21%-15.3pp | 66.38%-45.4pp | 17.37%+3.6pp |
| Employer contribution / active EE | $0 | $825-100.0% | $2,727-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $975 | $2,066-52.8% | $4,519-78.4% | $5,569-82.5% |
| Admin fee / account holder | $40 | $114-65.0% | $6,149-99.4% | $79-49.8% |