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 | $34,556 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,980 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $5,000 |
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 | $107,390 | $88,730+21.0% | $82,313+30.5% | $77,958+37.8% |
| Participation rate | 96.5% | 84.5%+11.9pp | 76.9%+19.6pp | 71.6%+24.8pp |
| Annual return | 21.37% | 20.88%+0.5pp | 25.88%-4.5pp | 20.87%+0.5pp |
| Employer contribution / active EE | $2,047 | $2,758-25.8% | $2,428-15.7% | $2,310-11.4% |
| Participant deferral / active EE | $7,896 | $4,634+70.4% | $3,706+113.1% | $3,537+123.3% |
| Admin fee / account holder | $11 | $74-84.5% | $5,608-99.8% | $97-88.3% |