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 | $506,571 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,049 |
ARMANINO LLP4 years Service code 10 · EIN 94-6214841 | Accounting | $23,940 |
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 | $14,289 | $36,953-61.3% | $80,569-82.3% | $96,393-85.2% |
| Participation rate | 18.5% | 33.6%-15.1pp | 67.0%-48.5pp | 71.3%-52.8pp |
| Annual return | 25.80% | 36.74%-10.9pp | 935.43%-909.6pp | 22.88%+2.9pp |
| Employer contribution / active EE | $0 | $774-100.0% | $2,723-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $947 | $1,941-51.2% | $4,447-78.7% | $5,455-82.6% |
| Admin fee / account holder | $55 | $115-52.1% | $5,377-99.0% | $74-25.5% |