Filed August 9, 2005
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 | $181,832 |
CALLAN LLC3 years Service code 27 · EIN 94-2192581 | Advisory (Plan) | $142,744 |
NETAPP, INC.1 year Service code 29 · EIN 34-0575300 | Legal | $104,120 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $17,860 |
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 | $192,551 | $117,238+64.2% | $87,100+121.1% | $82,204+134.2% |
| Participation rate | 91.0% | 87.2%+3.8pp | 76.9%+14.2pp | 73.4%+17.6pp |
| Annual return | 25.72% | 25.80%-0.1pp | 28.19%-2.5pp | 26.31%-0.6pp |
| Employer contribution / active EE | $5,036 | $3,535+42.4% | $2,521+99.7% | $2,707+86.0% |
| Participant deferral / active EE | $15,545 | $5,976+160.1% | $4,049+284.0% | $4,246+266.1% |
| Admin fee / account holder | $114 | $81+39.9% | $7,497-98.5% | $76+50.5% |