Filed February 27, 2009
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 |
|---|---|---|
FINANCIAL TELESIS1+ years Service code 10 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Accounting | $67,834 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $22,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$71,019 |
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 | $126,772 | $71,957+76.2% | $67,652+87.4% | $59,188+114.2% |
| Participation rate | 99.3% | 82.7%+16.6pp | 75.7%+23.7pp | 69.4%+29.9pp |
| Annual return | 0.77% | 8.53%-7.8pp | 6625.04%-6624.3pp | 5.51%-4.7pp |
| Employer contribution / active EE | $6,884 | $2,432+183.1% | $2,266+203.9% | $2,098+228.1% |
| Participant deferral / active EE | $13,768 | $4,211+227.0% | $3,560+286.8% | $3,265+321.7% |
| Admin fee / account holder | $59 | $64-8.0% | $4,821-98.8% | $92-36.0% |