Filed January 28, 1998 (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 |
|---|---|---|
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $80,000 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 70 · EIN 36-3109431 | Consulting Fees | $20,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$227,233 |
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 | $160,094 | $50,626+216.2% | $84,750+88.9% | $65,292+145.2% |
| Participation rate | 99.4% | 89.2%+10.2pp | 76.6%+22.8pp | 72.4%+27.0pp |
| Annual return | 7.26% | 5.34%+1.9pp | 22.78%-15.5pp | 11.84%-4.6pp |
| Employer contribution / active EE | $8,012 | $3,033+164.2% | $3,574+124.2% | $2,302+248.1% |
| Participant deferral / active EE | $8,955 | $3,109+188.0% | $3,712+141.3% | $3,579+150.2% |
| Admin fee / account holder | -$17 | $97-117.3% | $5,332-100.3% | $57-129.2% |