Filed July 5, 2006
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 Service code 10 · EIN 13-3891517 | Accounting | $31,100 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $10,080 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $18 |
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 | $84,265 | $112,772-25.3% | $57,343+46.9% | $59,188+42.4% |
| Participation rate | 98.8% | 71.3%+27.5pp | 75.1%+23.7pp | 69.4%+29.4pp |
| Annual return | 2.69% | 0.85%+1.8pp | 24.39%-21.7pp | 5.51%-2.8pp |
| Employer contribution / active EE | $4,319 | $3,400+27.0% | $2,689+60.7% | $2,098+105.9% |
| Participant deferral / active EE | $2,587 | $3,010-14.0% | $3,162-18.2% | $3,265-20.7% |
| Admin fee / account holder | $21 | $144-85.7% | $3,356-99.4% | $92-77.7% |