Filed October 26, 2011 (most recent of 3 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 LLP11+ years Service code 10 · EIN 13-3891517 | Accounting | $26,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$67,725 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,401 | $63,770+277.0% | $71,209+237.6% | $102,872+133.7% |
| Participation rate | 98.0% | 61.0%+36.9pp | 73.8%+24.2pp | 73.0%+24.9pp |
| Annual return | 17.45% | 16.01%+1.4pp | 282.51%-265.1pp | 19.06%-1.6pp |
| Employer contribution / active EE | $7,638 | $2,367+222.7% | $2,721+180.7% | $3,526+116.6% |
| Participant deferral / active EE | $12,521 | $3,587+249.1% | $4,175+199.9% | $5,535+126.2% |
| Admin fee / account holder | -$21 | $220-109.5% | $5,349-100.4% | $292-107.2% |