Filed October 18, 2004
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 |
|---|---|---|
MOSS ADAMS LLP5 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $19,200 |
CALLAN LLC2 years Filed as: CALLAN Service code 16 600 MONTGOMERY STREET #800 · SAN FRANCISCO, CA 94111 | Consulting | $10,300 |
BERNDT & ASSOCIATES1 year Filed as: BERNDT AND ASSOC Service code 16 · EIN 34-1372248 | Consulting | $5,889 |
FISHER INVESTMENTS5 years Service code 16 · EIN 94-3029777 | Consulting | $5,804 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $508,051 | $56,095+805.7% | $178,490+184.6% | $90,288+462.7% |
| Participation rate | 88.7% | 65.6%+23.2pp | 81.9%+6.8pp | 73.4%+15.4pp |
| Annual return | 19.92% | 28.81%-8.9pp | 151.07%-131.1pp | 53.97%-34.0pp |
| Employer contribution / active EE | $23,716 | $1,572+1408.2% | $5,011+373.3% | $2,524+839.6% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | -$502 | $101-598.8% | $13,984-103.6% | $114-540.2% |