Filed December 12, 2011
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 |
|---|---|---|
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $15,144 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,878 |
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 | $100,085 | $69,231+44.6% | $91,989+8.8% | $67,579+48.1% |
| Participation rate | 70.3% | 78.9%-8.6pp | 78.6%-8.3pp | 71.3%-1.0pp |
| Annual return | 28.69% | 32.03%-3.3pp | 69.02%-40.3pp | 378.56%-349.9pp |
| Employer contribution / active EE | $2,367 | $2,284+3.6% | $3,452-31.4% | $2,148+10.2% |
| Participant deferral / active EE | $6,407 | $5,854+9.4% | $5,923+8.2% | $3,539+81.0% |
| Admin fee / account holder | $10 | $107-90.7% | $7,743-99.9% | $142-93.0% |