Filed April 3, 2003
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $169,769 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $14,490 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 64 · EIN 22-1467904 | Recordkeeping Fees | $12,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,436 | $82,422-30.3% | $67,652-15.1% | $67,505-14.9% |
| Participation rate | 88.1% | 84.2%+3.9pp | 75.7%+12.4pp | 71.2%+16.8pp |
| Annual return | 3.33% | 12.72%-9.4pp | 6625.04%-6621.7pp | 6.52%-3.2pp |
| Employer contribution / active EE | $306 | $2,879-89.4% | $2,266-86.5% | $2,173-85.9% |
| Participant deferral / active EE | $3,426 | $5,020-31.8% | $3,560-3.8% | $3,597-4.8% |
| Admin fee / account holder | $30 | $53-44.0% | $4,821-99.4% | $56-46.9% |