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 | $441,092 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $16,430 |
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 | $61,987 | $96,261-35.6% | $76,768-19.3% | $68,904-10.0% |
| Participation rate | 89.6% | 87.0%+2.6pp | 77.0%+12.7pp | 74.1%+15.5pp |
| Annual return | -4.21% | -0.85%-3.4pp | 2.43%-6.6pp | 1.07%-5.3pp |
| Employer contribution / active EE | $336 | $3,303-89.8% | $2,485-86.5% | $2,540-86.8% |
| Participant deferral / active EE | $3,874 | $5,537-30.0% | $3,852+0.6% | $4,015-3.5% |
| Admin fee / account holder | $67 | $73-7.8% | $6,675-99.0% | $71-5.7% |