Filed October 26, 2006 (most recent of 2 filings on file)
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 27 · EIN 33-0818667 | Advisory (Plan) | $55,500 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $19,100 |
GIBSON CAPITAL, LLC3+ years Filed as: GIBSON DUNN CRUTCHER Service code 29 · EIN 95-1611234 | Legal | $10,651 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$289,776 |
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 | $151,257 | $2,226,388-93.2% | $91,001+66.2% | $177,276-14.7% |
| Participation rate | 92.4% | 85.1%+7.2pp | 75.6%+16.8pp | 74.8%+17.5pp |
| Annual return | 25.00% | 20.16%+4.8pp | 4.60%+20.4pp | 21.25%+3.7pp |
| Employer contribution / active EE | $8,113 | $4,139+96.0% | $2,456+230.4% | $2,479+227.3% |
| Participant deferral / active EE | $13,581 | $6,423+111.5% | $3,547+282.8% | $3,881+250.0% |
| Admin fee / account holder | -$25 | $1,921-101.3% | $5,417-100.5% | $154-116.4% |