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 LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $35,450 |
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $18,000 |
WELL AND GOOD LLC1 year Service code 16 · EIN 27-0984119 | Consulting | $7,870 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,606 | $92,091+2.7% | $62,995+50.2% | $77,958+21.4% |
| Participation rate | 98.2% | 74.5%+23.7pp | 74.8%+23.3pp | 71.6%+26.5pp |
| Annual return | 13.70% | 16.23%-2.5pp | 87.57%-73.9pp | 20.87%-7.2pp |
| Employer contribution / active EE | $4,301 | $3,424+25.6% | $2,759+55.9% | $2,310+86.2% |
| Participant deferral / active EE | $2,559 | $3,361-23.9% | $3,329-23.1% | $3,537-27.6% |
| Admin fee / account holder | $25 | $48-47.6% | $3,600-99.3% | $97-74.2% |