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 LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $29,500 |
MORRIS DAVIS CHAN & TAN LLP3 years Filed as: MDC & T LLP Service code 10 · EIN 94-2214860 | Accounting | $7,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$773,600 |
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 | $179,280 | $121,259+47.8% | $162,163+10.6% | $89,569+100.2% |
| Participation rate | 99.7% | 90.0%+9.6pp | 87.6%+12.1pp | 69.6%+30.1pp |
| Annual return | 25.36% | 22.23%+3.1pp | 115.59%-90.2pp | 34.56%-9.2pp |
| Employer contribution / active EE | $12,118 | $4,435+173.2% | $5,614+115.9% | $2,584+368.9% |
| Participant deferral / active EE | $10,591 | $6,620+60.0% | $7,298+45.1% | $4,220+151.0% |
| Admin fee / account holder | $29 | $101-71.3% | $10,843-99.7% | $72-59.6% |