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 LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $73,363 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$309,948 |
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 | $170,215 | $57,255+197.3% | $83,848+103.0% | $68,904+147.0% |
| Participation rate | 99.5% | 86.2%+13.3pp | 76.1%+23.4pp | 74.1%+25.4pp |
| Annual return | -3.73% | -0.34%-3.4pp | 850.88%-854.6pp | 1.07%-4.8pp |
| Employer contribution / active EE | $8,204 | $3,341+145.6% | $3,631+126.0% | $2,540+222.9% |
| Participant deferral / active EE | $9,480 | $3,207+195.6% | $4,082+132.2% | $4,015+136.1% |
| Admin fee / account holder | -$28 | $103-126.9% | $5,478-100.5% | $71-139.1% |