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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $261,488 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $73,956 |
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 | $204,705 | $78,226+161.7% | $92,893+120.4% | $82,204+149.0% |
| Participation rate | 99.1% | 82.7%+16.4pp | 76.0%+23.1pp | 73.4%+25.7pp |
| Annual return | 24.88% | 19.33%+5.6pp | 109.41%-84.5pp | 26.31%-1.4pp |
| Employer contribution / active EE | $8,533 | $3,911+118.2% | $3,653+133.6% | $2,707+215.2% |
| Participant deferral / active EE | $9,950 | $3,648+172.7% | $4,236+134.9% | $4,246+134.4% |
| Admin fee / account holder | $38 | $119-68.5% | $5,794-99.4% | $76-50.3% |