Filed October 15, 2008
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 LLP1+ years Service code 10 635 CAMPBELL TECHNOLOGY PARKWAY · CAMPBELL, CA 95008 | Accounting | $27,624 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$65,042 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,306 | $86,791-36.3% | $115,037-51.9% | $59,188-6.6% |
| Participation rate | 95.1% | 72.8%+22.2pp | 81.4%+13.7pp | 69.4%+25.7pp |
| Annual return | 5.36% | 4.44%+0.9pp | 26.14%-20.8pp | 5.51%-0.1pp |
| Employer contribution / active EE | $2,404 | $2,950-18.5% | $4,608-47.8% | $2,098+14.6% |
| Participant deferral / active EE | $8,317 | $5,298+57.0% | $6,026+38.0% | $3,265+154.7% |
| Admin fee / account holder | -$11 | $95-111.2% | $8,175-100.1% | $92-111.6% |