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 |
|---|---|---|
Service code 49 · EIN 81-4596334 | Other Services | $49,000 |
MOSS ADAMS LLP4+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $14,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$107,843 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $123,612 | $78,852+56.8% | $76,768+61.0% | $75,289+64.2% |
| Participation rate | 92.0% | 85.0%+7.0pp | 77.0%+15.0pp | 72.4%+19.6pp |
| Annual return | -4.17% | -1.29%-2.9pp | 2.43%-6.6pp | -0.04%-4.1pp |
| Employer contribution / active EE | $5,247 | $2,794+87.8% | $2,485+111.1% | $2,405+118.2% |
| Participant deferral / active EE | $12,144 | $4,800+153.0% | $3,852+215.3% | $3,739+224.8% |
| Admin fee / account holder | -$22 | $79-128.0% | $6,675-100.3% | $102-121.6% |