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 | Direct payment from the plan; Recordk... | $659,527 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $25,410 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,234 | $38,963-63.5% | $71,796-80.2% | $329,111-95.7% |
| Participation rate | 92.5% | 53.8%+38.8pp | 69.1%+23.4pp | 67.9%+24.7pp |
| Annual return | 5.58% | 9.85%-4.3pp | 78.04%-72.5pp | 16.35%-10.8pp |
| Employer contribution / active EE | $580 | $758-23.5% | $1,924-69.9% | $2,303-74.8% |
| Participant deferral / active EE | $1,483 | $1,286+15.3% | $2,794-46.9% | $3,682-59.7% |
| Admin fee / account holder | $54 | $50+7.7% | $4,815-98.9% | $754-92.8% |