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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,487 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $36,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,418 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,417 | $80,211+16.5% | $74,183+25.9% | $63,975+46.0% |
| Participation rate | 95.5% | 84.2%+11.3pp | 76.6%+18.9pp | 71.1%+24.4pp |
| Annual return | 10.59% | 14.13%-3.5pp | 17.74%-7.1pp | 48.65%-38.1pp |
| Employer contribution / active EE | $2,228 | $2,553-12.7% | $2,370-6.0% | $2,182+2.1% |
| Participant deferral / active EE | $8,186 | $4,370+87.3% | $3,550+130.6% | $3,356+143.9% |
| Admin fee / account holder | $14 | $67-79.3% | $5,586-99.8% | $70-80.3% |