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 LLP7+ years Service code 10 · EIN 13-3891517 | Accounting | $23,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$43,054 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,579 | $52,626+292.5% | $98,442+109.8% | $93,030+122.1% |
| Participation rate | 98.8% | 65.3%+33.5pp | 73.3%+25.5pp | 73.9%+24.9pp |
| Annual return | 17.03% | 16.95%+0.1pp | 1492.73%-1475.7pp | 158.70%-141.7pp |
| Employer contribution / active EE | $6,619 | $1,894+249.5% | $2,960+123.6% | $2,706+144.6% |
| Participant deferral / active EE | $10,575 | $2,907+263.8% | $4,276+147.3% | $4,562+131.8% |
| Admin fee / account holder | -$11 | $102-110.8% | $5,949-100.2% | $152-107.3% |