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 LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $19,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$72,976 |
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 | $58,273 | $85,635-32.0% | $123,892-53.0% | $63,975-8.9% |
| Participation rate | 93.1% | 74.9%+18.1pp | 81.4%+11.7pp | 71.1%+21.9pp |
| Annual return | 13.65% | 15.74%-2.1pp | 47.52%-33.9pp | 48.65%-35.0pp |
| Employer contribution / active EE | $2,364 | $3,076-23.2% | $4,617-48.8% | $2,182+8.4% |
| Participant deferral / active EE | $8,187 | $5,667+44.5% | $5,984+36.8% | $3,356+143.9% |
| Admin fee / account holder | -$13 | $75-116.8% | $8,357-100.2% | $70-117.9% |