Filed January 15, 1996
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $92,058 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $40,205 |
MOSS ADAMS LLP10+ years Filed as: MOSS ADAMS Service code 10 635 CAMPBELL TECHNOLOGY PARKWAY · CAMPBELL, CA 95008 | Accounting | $19,405 |
HOGAN LOVELLS US LLP2 years Filed as: HOGAN LOVELLS Service code 49 855 MAIN ST · REDWOOD CITY, CA 94063 | Other Services | $12,835 |
MMA SECURITIES LLC2 years Filed as: MARSH MCLENNON AGENCY Service code 16 · EIN 22-3570392 | Consulting | $12,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,625 | $98,727+155.9% | $113,168+123.2% | $85,563+195.3% |
| Participation rate | 77.0% | 80.8%-3.8pp | 76.6%+0.5pp | 66.0%+11.1pp |
| Annual return | 13.69% | 17.43%-3.7pp | 24.27%-10.6pp | 31.51%-17.8pp |
| Employer contribution / active EE | $3,943 | $2,907+35.7% | $2,975+32.5% | $2,654+48.6% |
| Participant deferral / active EE | $9,108 | $5,424+67.9% | $5,107+78.3% | $4,375+108.2% |
| Admin fee / account holder | $139 | $357-60.9% | $12,068-98.8% | $834-83.3% |