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 | $129,835 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,075 |
MMA SECURITIES LLC1 year Filed as: MARSH MCLENNON AGENCY Service code 16 · EIN 52-2189187 | Consulting | $36,300 |
HOGAN LOVELLS US LLP1 year Filed as: HOGAN LOVELLS Service code 16 855 MAIN ST · REDWOOD CITY, CA 94063 | Consulting | $20,272 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $7,845 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,225 | $88,890+164.6% | $102,423+129.7% | $77,643+203.0% |
| Participation rate | 75.1% | 80.9%-5.9pp | 76.5%-1.4pp | 70.6%+4.5pp |
| Annual return | 27.71% | 24.98%+2.7pp | 29.32%-1.6pp | 31.24%-3.5pp |
| Employer contribution / active EE | $5,764 | $2,698+113.7% | $3,023+90.6% | $2,726+111.5% |
| Participant deferral / active EE | $13,680 | $5,145+165.9% | $5,053+170.7% | $4,647+194.4% |
| Admin fee / account holder | $193 | $235-18.2% | $9,451-98.0% | $430-55.2% |