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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $134,177 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $88,729 |
MOSS ADAMS LLP6 years Service code 10 · EIN 91-0189318 | Accounting | $26,145 |
MMA SECURITIES LLC4 years Filed as: MARSH & MCLENNAN AGENCY Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $12,000 |
HOGAN LOVELLS US LLP6 years Service code 16 4085 CAMPBELL AVENUE · MENLO PARK, CA 94025 | Consulting | $6,404 |
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 | $191,110 | $104,697+82.5% | $96,544+98.0% | $80,160+138.4% |
| Participation rate | 78.0% | 86.4%-8.4pp | 76.0%+2.0pp | 72.9%+5.0pp |
| Annual return | 17.48% | 21.78%-4.3pp | 25.84%-8.4pp | 40.38%-22.9pp |
| Employer contribution / active EE | $3,365 | $3,536-4.8% | $2,965+13.5% | $2,978+13.0% |
| Participant deferral / active EE | $7,876 | $6,188+27.3% | $4,851+62.4% | $5,017+57.0% |
| Admin fee / account holder | $148 | $107+38.7% | $8,252-98.2% | $145+2.2% |