Filed February 28, 1994
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 LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $69,710 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,504 |
TRUCKER HUSS1+ years Service code 29 · EIN 94-3216063 | Legal | $6,205 |
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 | $84,774 | $71,957+17.8% | $67,652+25.3% | $59,188+43.2% |
| Participation rate | 95.0% | 82.7%+12.3pp | 75.7%+19.3pp | 69.4%+25.6pp |
| Annual return | 0.58% | 8.53%-7.9pp | 6625.04%-6624.5pp | 5.51%-4.9pp |
| Employer contribution / active EE | $1,909 | $2,432-21.5% | $2,266-15.7% | $2,098-9.0% |
| Participant deferral / active EE | $7,691 | $4,211+82.6% | $3,560+116.1% | $3,265+135.6% |
| Admin fee / account holder | $16 | $64-74.9% | $4,821-99.7% | $92-82.5% |