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 | $237,230 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $21,420 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,734 |
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 | $13,136 | $104,165-87.4% | $96,139-86.3% | $106,520-87.7% |
| Participation rate | 12.2% | 31.3%-19.1pp | 68.4%-56.3pp | 71.3%-59.1pp |
| Annual return | 83.88% | 25.28%+58.6pp | 191.94%-108.1pp | 19.28%+64.6pp |
| Employer contribution / active EE | $0 | $599-100.0% | $2,797-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $239 | $1,572-84.8% | $4,349-94.5% | $4,948-95.2% |
| Admin fee / account holder | $29 | $98-70.6% | $5,537-99.5% | $75-61.3% |