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 LLP9+ years Service code 10 · EIN 13-3891517 | Accounting | $24,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$67,559 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,583 | $52,660+256.2% | $86,612+116.6% | $80,160+134.0% |
| Participation rate | 98.7% | 62.4%+36.3pp | 71.7%+27.0pp | 72.9%+25.8pp |
| Annual return | 18.95% | 24.87%-5.9pp | 591.07%-572.1pp | 40.38%-21.4pp |
| Employer contribution / active EE | $6,835 | $2,140+219.4% | $3,022+126.2% | $2,978+129.5% |
| Participant deferral / active EE | $11,438 | $3,215+255.8% | $4,438+157.8% | $5,017+128.0% |
| Admin fee / account holder | -$22 | $113-119.5% | $5,614-100.4% | $145-115.2% |