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 | $399,180 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $16,765 |
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 | $61,674 | $88,581-30.4% | $74,183-16.9% | $65,292-5.5% |
| Participation rate | 89.7% | 86.2%+3.5pp | 76.6%+13.0pp | 72.4%+17.2pp |
| Annual return | 8.87% | 11.72%-2.9pp | 17.74%-8.9pp | 11.84%-3.0pp |
| Employer contribution / active EE | $332 | $3,021-89.0% | $2,370-86.0% | $2,302-85.6% |
| Participant deferral / active EE | $3,576 | $4,898-27.0% | $3,550+0.7% | $3,579-0.1% |
| Admin fee / account holder | $63 | $60+5.3% | $5,586-98.9% | $57+9.8% |