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 | $416,123 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $15,685 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $70,271 | $100,921-30.4% | $82,313-14.6% | $177,276-60.4% |
| Participation rate | 88.8% | 86.9%+1.9pp | 76.9%+11.9pp | 74.8%+14.0pp |
| Annual return | 15.93% | 20.33%-4.4pp | 25.88%-9.9pp | 21.25%-5.3pp |
| Employer contribution / active EE | $330 | $3,145-89.5% | $2,428-86.4% | $2,479-86.7% |
| Participant deferral / active EE | $3,605 | $5,192-30.6% | $3,706-2.7% | $3,881-7.1% |
| Admin fee / account holder | $66 | $64+2.2% | $5,608-98.8% | $154-57.4% |