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 |
|---|---|---|
HOGAN LOVELLS US LLP2 years Service code 16 4085 CAMPBELL AVENUE · MENLO PARK, CA 94025 | Consulting | $34,250 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $25,685 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,244 |
MMA SECURITIES LLC1 year Service code 16 P.O. BOX 9496 · NEW YORK, NY 10087 | Consulting | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$88,434 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $216,347 | $105,247+105.6% | $87,100+148.4% | $77,787+178.1% |
| Participation rate | 84.7% | 85.8%-1.1pp | 76.9%+7.9pp | 73.2%+11.5pp |
| Annual return | 1.47% | 24.52%-23.0pp | 28.19%-26.7pp | 32.57%-31.1pp |
| Employer contribution / active EE | $3,094 | $2,895+6.9% | $2,521+22.7% | $2,504+23.6% |
| Participant deferral / active EE | $7,245 | $5,060+43.2% | $4,049+79.0% | $3,967+82.6% |
| Admin fee / account holder | $86 | $104-17.7% | $7,497-98.9% | $100-14.0% |