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 | Recordkeeping fees; Float revenue; Cl... | $834,430 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $26,150 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $19,239 | $48,464-60.3% | $90,951-78.8% | $106,222-81.9% |
| Participation rate | 98.6% | 53.1%+45.5pp | 69.0%+29.6pp | 70.8%+27.8pp |
| Annual return | 14.48% | 16.72%-2.2pp | 134.60%-120.1pp | 21.69%-7.2pp |
| Employer contribution / active EE | $972 | $939+3.4% | $2,122-54.2% | $2,723-64.3% |
| Participant deferral / active EE | $2,658 | $1,510+76.1% | $3,373-21.2% | $4,600-42.2% |
| Admin fee / account holder | $56 | $58-3.1% | $5,959-99.1% | $78-28.3% |