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 LLP8+ years Service code 10 · EIN 13-3891517 | Accounting | $23,650 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$43,793 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,276 | $43,113+283.4% | $82,719+99.8% | $77,904+112.2% |
| Participation rate | 98.5% | 63.8%+34.6pp | 72.6%+25.9pp | 73.7%+24.8pp |
| Annual return | -16.02% | 2.60%-18.6pp | 701.18%-717.2pp | 12.21%-28.2pp |
| Employer contribution / active EE | $6,624 | $1,924+244.2% | $3,009+120.2% | $2,848+132.6% |
| Participant deferral / active EE | $10,745 | $3,057+251.5% | $4,395+144.5% | $4,806+123.6% |
| Admin fee / account holder | -$11 | $102-110.5% | $5,329-100.2% | $133-108.1% |