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 LLP4 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $18,500 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,934 |
STOEL RIVES LLP4 years Filed as: STOEL RIVES Service code 29 · EIN 93-0408771 | Legal | $13,794 |
MERCER1 year Service code 16 · EIN 74-3257877 | Consulting | $11,014 |
CALLAN LLC1 year Filed as: CALLAN Service code 16 600 MONTGOMERY ST #800 · SAN FRANCISCO, CA 94111 | Consulting | $10,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $257,158 | $47,456+441.9% | $172,739+48.9% | $77,787+230.6% |
| Participation rate | 99.7% | 66.3%+33.5pp | 82.6%+17.1pp | 73.2%+26.5pp |
| Annual return | 24.47% | 35.57%-11.1pp | 802.84%-778.4pp | 32.57%-8.1pp |
| Employer contribution / active EE | $3,237 | $1,574+105.6% | $5,143-37.1% | $2,504+29.3% |
| Participant deferral / active EE | $17,236 | $2,560+573.4% | $5,198+231.6% | $3,967+334.4% |
| Admin fee / account holder | -$144 | $81-277.8% | $13,954-101.0% | $100-243.7% |