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 |
|---|---|---|
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $19,950 |
HOGAN LOVELLS US LLP1 year Service code 16 4085 CAMPBELL AVENUE · MENLO PARK, CA 94025 | Consulting | $19,115 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,036 |
SIDLEY AUSTIN LLP2 years Service code 16 · EIN 36-4474078 | Consulting | $5,755 |
SDM ADVISORS1 year Filed as: SDM ADVISORS, LLC Service code 16 235 MONTGOMERY STREET, 30TH FLOOR · SAN FRANCISCO, CA 94104 | Consulting | $5,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$77,130 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $222,129 | $78,852+181.7% | $76,768+189.3% | $75,289+195.0% |
| Participation rate | 83.9% | 85.0%-1.1pp | 77.0%+6.9pp | 72.4%+11.4pp |
| Annual return | 12.69% | -1.29%+14.0pp | 2.43%+10.3pp | -0.04%+12.7pp |
| Employer contribution / active EE | $2,896 | $2,794+3.6% | $2,485+16.5% | $2,405+20.4% |
| Participant deferral / active EE | $6,850 | $4,800+42.7% | $3,852+77.9% | $3,739+83.2% |
| Admin fee / account holder | $63 | $79-20.2% | $6,675-99.1% | $102-38.4% |