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 | $19,504 |
CALLAN LLC2 years Filed as: CALLAN Service code 16 600 MONTGOMERY STREET #800 · SAN FRANCISCO, CA 94111 | Consulting | $10,300 |
STOEL RIVES LLP5 years Filed as: STOEL RIVES Service code 29 · EIN 93-0408771 | Legal | $9,693 |
FISHER INVESTMENTS1 year Service code 16 · EIN 94-3029777 | Consulting | $7,220 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $296,678 | $56,095+428.9% | $178,490+66.2% | $90,288+228.6% |
| Participation rate | 97.3% | 65.6%+31.7pp | 81.9%+15.3pp | 73.4%+23.9pp |
| Annual return | 19.58% | 28.81%-9.2pp | 151.07%-131.5pp | 53.97%-34.4pp |
| Employer contribution / active EE | $3,303 | $1,572+110.1% | $5,011-34.1% | $2,524+30.9% |
| Participant deferral / active EE | $17,601 | $2,669+559.6% | $5,202+238.4% | $4,232+315.9% |
| Admin fee / account holder | -$169 | $101-268.1% | $13,984-101.2% | $114-248.4% |