Filed February 1, 2005
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 LLP2+ years Filed as: MOSS-ADAMS LLP Service code 10 · EIN 91-0189318 | Accounting | $16,275 |
CARLSON QUINN2+ years Service code 17 · EIN 94-3210526 | Pension Consulting | $15,106 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,911 |
Form 5500 reported that benefits due were not provided when due.
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 | $77,006 | $60,165+28.0% | $74,183+3.8% | $55,167+39.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 76.6%+3.4pp | 69.0%+11.0pp |
| Annual return | 7.27% | 10.00%-2.7pp | 17.74%-10.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,401 | $1,600+50.1% | $2,370+1.3% | $1,963+22.3% |
| Participant deferral / active EE | $8,616 | $2,973+189.9% | $3,550+142.7% | $3,054+182.1% |
| Admin fee / account holder | $84 | $419-80.0% | $5,586-98.5% | $504-83.4% |