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 LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $21,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,395 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,047 | $41,256+256.4% | $86,590+69.8% | $77,958+88.6% |
| Participation rate | 93.6% | 63.0%+30.6pp | 73.5%+20.1pp | 71.6%+22.0pp |
| Annual return | 17.83% | 17.67%+0.2pp | 964.84%-947.0pp | 20.87%-3.0pp |
| Employer contribution / active EE | $5,270 | $1,613+226.8% | $2,839+85.6% | $2,310+128.1% |
| Participant deferral / active EE | $8,045 | $2,332+244.9% | $3,609+122.9% | $3,537+127.5% |
| Admin fee / account holder | $3 | $71-95.1% | $4,906-99.9% | $97-96.4% |