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 LLP6+ years Service code 10 · EIN 13-3891517 | Accounting | $23,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,371 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,658 | $47,634+279.3% | $90,404+99.8% | $90,288+100.1% |
| Participation rate | 97.1% | 67.5%+29.6pp | 72.7%+24.4pp | 73.4%+23.8pp |
| Annual return | 15.35% | 19.61%-4.3pp | 1293.02%-1277.7pp | 53.97%-38.6pp |
| Employer contribution / active EE | $5,921 | $1,749+238.6% | $3,262+81.5% | $2,524+134.6% |
| Participant deferral / active EE | $9,388 | $2,824+232.4% | $3,963+136.9% | $4,232+121.8% |
| Admin fee / account holder | $1 | $106-99.1% | $5,611-100.0% | $114-99.2% |