Filed April 30, 2009
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 |
|---|---|---|
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $28,700 |
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT ENNISKNUPP, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $10,163 |
MORRIS DAVIS CHAN & TAN LLP2 years Filed as: MDC & T LLP Service code 10 · EIN 94-2214860 | Accounting | $7,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$791,193 |
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 | $151,831 | $104,281+45.6% | $140,016+8.4% | $68,904+120.3% |
| Participation rate | 99.5% | 89.1%+10.3pp | 87.5%+12.0pp | 74.1%+25.3pp |
| Annual return | -4.78% | -1.33%-3.4pp | 651.12%-655.9pp | 1.07%-5.8pp |
| Employer contribution / active EE | $11,582 | $4,070+184.6% | $5,606+106.6% | $2,540+355.9% |
| Participant deferral / active EE | $10,547 | $6,129+72.1% | $6,927+52.2% | $4,015+162.7% |
| Admin fee / account holder | $32 | $79-59.2% | $10,705-99.7% | $71-55.0% |