Filed July 18, 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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $603,438 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $24,150 |
NATIONAL FINANCIAL SERVICES1+ years Service code 30 · EIN 04-3523567 | Named fiduciary; Real estate brokerag... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,809 | $30,072-50.8% | $64,105-76.9% | $67,505-78.1% |
| Participation rate | 88.8% | 59.4%+29.5pp | 68.2%+20.7pp | 71.2%+17.6pp |
| Annual return | 0.51% | 0.30%+0.2pp | 791.24%-790.7pp | 6.52%-6.0pp |
| Employer contribution / active EE | $536 | $725-26.1% | $1,820-70.6% | $2,173-75.3% |
| Participant deferral / active EE | $1,364 | $1,453-6.2% | $2,822-51.7% | $3,597-62.1% |
| Admin fee / account holder | $59 | $62-4.8% | $4,499-98.7% | $56+5.5% |