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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,248 |
HOGAN LOVELLS US LLP4 years Service code 16 4085 CAMPBELL AVENUE · MENLO PARK, CA 94025 | Consulting | $28,489 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $18,215 |
MMA SECURITIES LLC2 years 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 | -$91,015 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,939 | $144,996+46.9% | $111,297+91.3% | $93,030+128.9% |
| Participation rate | 83.2% | 86.2%-3.0pp | 77.3%+5.8pp | 73.9%+9.3pp |
| Annual return | 23.40% | 18.26%+5.1pp | 54.65%-31.3pp | 158.70%-135.3pp |
| Employer contribution / active EE | $3,204 | $3,056+4.9% | $2,731+17.3% | $2,706+18.4% |
| Participant deferral / active EE | $7,410 | $5,587+32.6% | $4,487+65.1% | $4,562+62.4% |
| Admin fee / account holder | $73 | $103-29.2% | $7,964-99.1% | $152-51.7% |