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 |
|---|---|---|
SIDLEY AUSTIN LLP1 year Service code 16 · EIN 36-4474078 | Consulting | $56,506 |
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $20,875 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,220 |
SDM ADVISORS2+ years Service code 16 235 MONTGOMERY STREET, 28TH FL · SAN FRANCISO, CA 94104 | Consulting | $6,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$62,809 |
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 | $238,696 | $88,730+169.0% | $82,313+190.0% | $77,958+206.2% |
| Participation rate | 85.6% | 84.5%+1.1pp | 76.9%+8.7pp | 71.6%+14.0pp |
| Annual return | 17.11% | 20.88%-3.8pp | 25.88%-8.8pp | 20.87%-3.8pp |
| Employer contribution / active EE | $3,403 | $2,758+23.4% | $2,428+40.1% | $2,310+47.3% |
| Participant deferral / active EE | $7,754 | $4,634+67.3% | $3,706+109.2% | $3,537+119.2% |
| Admin fee / account holder | $99 | $74+33.4% | $5,608-98.2% | $97+1.3% |