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 | $67,468 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $17,787 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,190 |
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.
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 | $19,885 | $36,321-45.3% | $89,391-77.8% | $106,222-81.3% |
| Participation rate | 4.1% | 29.8%-25.7pp | 68.0%-63.9pp | 70.8%-66.7pp |
| Annual return | 28.20% | 24.00%+4.2pp | 245.62%-217.4pp | 21.69%+6.5pp |
| Employer contribution / active EE | $0 | $507-100.0% | $2,586-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $217 | $1,286-83.2% | $3,890-94.4% | $4,600-95.3% |
| Admin fee / account holder | $28 | $78-64.1% | $4,881-99.4% | $78-64.4% |