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 LLP10+ years Service code 10 · EIN 13-3891517 | Accounting | $26,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$67,581 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,789 | $55,331+277.3% | $81,812+155.2% | $199,593+4.6% |
| Participation rate | 98.7% | 62.5%+36.2pp | 72.3%+26.4pp | 72.0%+26.8pp |
| Annual return | 15.25% | 19.59%-4.3pp | 773.79%-758.5pp | 34.25%-19.0pp |
| Employer contribution / active EE | $7,164 | $2,101+241.0% | $2,912+146.0% | $3,034+136.1% |
| Participant deferral / active EE | $11,713 | $3,283+256.8% | $4,319+171.2% | $5,087+130.3% |
| Admin fee / account holder | -$21 | $346-106.2% | $7,386-100.3% | $269-107.9% |