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 | Investment management; Shareholder se... | $840,598 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $25,450 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $14,707 | $38,510-61.8% | $74,550-80.3% | $73,367-80.0% |
| Participation rate | 92.7% | 53.5%+39.2pp | 69.1%+23.5pp | 69.5%+23.2pp |
| Annual return | -2.80% | -0.94%-1.9pp | 32.53%-35.3pp | 173.45%-176.2pp |
| Employer contribution / active EE | $699 | $774-9.7% | $1,961-64.4% | $2,499-72.0% |
| Participant deferral / active EE | $1,834 | $1,421+29.1% | $3,108-41.0% | $4,033-54.5% |
| Admin fee / account holder | $60 | $52+16.3% | $5,060-98.8% | $68-11.7% |