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 LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $21,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,656 | $39,859+225.3% | $78,689+64.8% | $57,658+124.9% |
| Participation rate | 94.1% | 66.1%+28.0pp | 73.6%+20.5pp | 70.2%+23.9pp |
| Annual return | 8.68% | 18.96%-10.3pp | 62.18%-53.5pp | 5.13%+3.5pp |
| Employer contribution / active EE | $5,345 | $1,786+199.3% | $2,851+87.5% | $1,974+170.8% |
| Participant deferral / active EE | $7,809 | $2,248+247.3% | $3,517+122.0% | $3,061+155.1% |
| Admin fee / account holder | $3 | $76-96.4% | $4,510-99.9% | $95-97.1% |