Filed December 13, 2012 (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 |
|---|---|---|
Filed as: FIDELITY INVS. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $189,458 |
GRANT THORNTON LLP6+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $38,694 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $9,660 |
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 | $195,908 | $143,525+36.5% | $379,746-48.4% | $90,288+117.0% |
| Participation rate | 97.5% | 82.9%+14.5pp | 78.4%+19.0pp | 73.4%+24.1pp |
| Annual return | 17.34% | 18.97%-1.6pp | 34.90%-17.6pp | 53.97%-36.6pp |
| Employer contribution / active EE | $10,456 | $3,201+226.7% | $3,540+195.4% | $2,524+314.2% |
| Participant deferral / active EE | $9,010 | $5,231+72.2% | $6,024+49.6% | $4,232+112.9% |
| Admin fee / account holder | $99 | $100-1.5% | $7,927-98.8% | $114-13.3% |