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 LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $69,252 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$155,282 |
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 | $186,354 | $59,184+214.9% | $92,233+102.0% | $177,276+5.1% |
| Participation rate | 99.6% | 85.6%+13.9pp | 76.5%+23.1pp | 74.8%+24.7pp |
| Annual return | 20.56% | 15.88%+4.7pp | 176.28%-155.7pp | 21.25%-0.7pp |
| Employer contribution / active EE | $8,108 | $2,985+171.6% | $3,679+120.4% | $2,479+227.1% |
| Participant deferral / active EE | $9,083 | $2,859+217.7% | $3,897+133.1% | $3,881+134.1% |
| Admin fee / account holder | -$11 | $98-110.9% | $5,194-100.2% | $154-107.0% |