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 |
|---|---|---|
MORRISON & FOERSTER1+ years Filed as: MORRISON FOERSTER Service code 16 · EIN 94-0697210 | Consulting | $39,577 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $20,340 |
SDM ADVISORS1+ years Service code 16 235 MONTGOMERY STREET, 28TH FL · SAN FRANCISO, CA 94104 | Consulting | $9,600 |
SIDLEY AUSTIN LLP1+ years Filed as: SIDLEY AUSTIN Service code 29 · EIN 36-4474078 | Legal | $5,655 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$51,619 |
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 | $212,508 | $80,211+164.9% | $74,183+186.5% | $63,975+232.2% |
| Participation rate | 86.7% | 84.2%+2.5pp | 76.6%+10.1pp | 71.1%+15.5pp |
| Annual return | 12.50% | 14.13%-1.6pp | 17.74%-5.2pp | 48.65%-36.1pp |
| Employer contribution / active EE | $3,141 | $2,553+23.0% | $2,370+32.5% | $2,182+44.0% |
| Participant deferral / active EE | $7,155 | $4,370+63.7% | $3,550+101.6% | $3,356+113.2% |
| Admin fee / account holder | $93 | $67+38.2% | $5,586-98.3% | $70+31.9% |