Filed May 24, 2004
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $201,730 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $50,551 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,628 | $110,299+7.6% | $102,423+15.8% | $199,593-40.6% |
| Participation rate | 70.3% | 86.3%-16.0pp | 76.5%-6.2pp | 72.0%-1.6pp |
| Annual return | 23.34% | 35.73%-12.4pp | 29.32%-6.0pp | 34.25%-10.9pp |
| Employer contribution / active EE | $1,347 | $3,603-62.6% | $3,023-55.4% | $3,034-55.6% |
| Participant deferral / active EE | $4,293 | $6,376-32.7% | $5,053-15.0% | $5,087-15.6% |
| Admin fee / account holder | $127 | $122+4.0% | $9,451-98.7% | $269-52.7% |