Filed March 8, 1995
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 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $138,042 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $16,000 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,123 | $143,525+3.9% | $379,746-60.7% | $90,288+65.2% |
| Participation rate | 96.4% | 82.9%+13.4pp | 78.4%+17.9pp | 73.4%+23.0pp |
| Annual return | 14.72% | 18.97%-4.2pp | 34.90%-20.2pp | 53.97%-39.2pp |
| Employer contribution / active EE | $1,725 | $3,201-46.1% | $3,540-51.3% | $2,524-31.7% |
| Participant deferral / active EE | $7,162 | $5,231+36.9% | $6,024+18.9% | $4,232+69.2% |
| Admin fee / account holder | $90 | $100-10.2% | $7,927-98.9% | $114-21.0% |