Filed September 20, 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 |
|---|---|---|
BAY COLONY ADVISORS1+ years Filed as: BAY MUTUAL FINANCIAL Service code 16 2425 W OLYMPIC BLVD · SANTA MONICA, CA 90404 | Consulting | $92,400 |
MOSS ADAMS LLP1+ years Service code 10 P.O. BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $26,460 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,444 | $71,957+52.1% | $67,652+61.8% | $59,188+84.9% |
| Participation rate | 87.5% | 82.7%+4.9pp | 75.7%+11.9pp | 69.4%+18.1pp |
| Annual return | -16.38% | 8.53%-24.9pp | 6625.04%-6641.4pp | 5.51%-21.9pp |
| Employer contribution / active EE | $4,662 | $2,432+91.7% | $2,266+105.8% | $2,098+122.2% |
| Participant deferral / active EE | $14,677 | $4,211+248.5% | $3,560+312.3% | $3,265+349.6% |
| Admin fee / account holder | $32 | $64-49.5% | $4,821-99.3% | $92-64.9% |