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 LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $22,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,446 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,440 | $37,884+254.9% | $79,464+69.2% | $75,289+78.6% |
| Participation rate | 93.9% | 65.0%+28.9pp | 73.3%+20.6pp | 72.4%+21.5pp |
| Annual return | -4.85% | 1.06%-5.9pp | 718.14%-723.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $5,509 | $1,680+227.9% | $2,800+96.7% | $2,405+129.1% |
| Participant deferral / active EE | $8,617 | $2,569+235.4% | $3,704+132.6% | $3,739+130.5% |
| Admin fee / account holder | $3 | $77-96.2% | $5,113-99.9% | $102-97.1% |