Filed April 9, 2015 (most recent of 4 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 LLP1+ years Filed as: DELOITTE AND TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $42,800 |
AMERICAN FUNDS1+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 17 · EIN 26-4789150 | Pension Consulting | $27,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$93,624 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,378 | $68,413+172.4% | $123,104+51.4% | $55,191+237.7% |
| Participation rate | 96.9% | 84.5%+12.3pp | 86.8%+10.1pp | 69.2%+27.7pp |
| Annual return | 1.58% | 6.30%-4.7pp | 13.22%-11.6pp | 10.78%-9.2pp |
| Employer contribution / active EE | $9,904 | $3,050+224.7% | $5,151+92.3% | $1,899+421.6% |
| Participant deferral / active EE | $10,729 | $4,490+138.9% | $6,230+72.2% | $3,046+252.2% |
| Admin fee / account holder | $0 | $88-100.0% | $9,015-100.0% | $91-100.0% |