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 LLP3 years Service code 16 4085 CAMPBELL AVENUE · MENLO PARK, CA 94025 | Consulting | $40,008 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,892 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $24,685 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY Service code 16 PO BOX 9496 · NEW YORK, NY 100874496 | Consulting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$96,142 |
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 | $178,598 | $176,491+1.2% | $95,952+86.1% | $90,288+97.8% |
| Participation rate | 78.3% | 86.6%-8.3pp | 77.1%+1.2pp | 73.4%+4.9pp |
| Annual return | 26.55% | 20.14%+6.4pp | 91.61%-65.1pp | 53.97%-27.4pp |
| Employer contribution / active EE | $2,105 | $2,789-24.5% | $2,541-17.2% | $2,524-16.6% |
| Participant deferral / active EE | $4,935 | $5,340-7.6% | $4,167+18.4% | $4,232+16.6% |
| Admin fee / account holder | $64 | $154-58.5% | $6,795-99.1% | $114-43.9% |