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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $93,880 |
MOSS ADAMS LLP5 years Service code 10 · EIN 91-0189318 | Accounting | $29,620 |
HOGAN LOVELLS US LLP5 years Service code 16 4085 CAMPBELL AVENUE · MENLO PARK, CA 94025 | Consulting | $21,882 |
MMA SECURITIES LLC3 years Filed as: MARSH & MCLENNAN AGENCY Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$91,165 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $166,151 | $130,141+27.7% | $86,677+91.7% | $77,904+113.3% |
| Participation rate | 76.0% | 85.9%-9.9pp | 76.6%-0.5pp | 73.7%+2.4pp |
| Annual return | -17.92% | -12.75%-5.2pp | 35.91%-53.8pp | 12.21%-30.1pp |
| Employer contribution / active EE | $3,056 | $3,220-5.1% | $2,836+7.7% | $2,848+7.3% |
| Participant deferral / active EE | $7,180 | $5,757+24.7% | $4,656+54.2% | $4,806+49.4% |
| Admin fee / account holder | $95 | $132-27.9% | $7,493-98.7% | $133-28.4% |