Filed July 30, 1999 (most recent of 2 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 year Service code 10 · EIN 13-3891517 | Accounting | $5,967 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $3,099 |
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 | $71,242 | $56,629+25.8% | $77,999-8.7% | $55,167+29.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 4.93% | 2866.98%-2862.1pp | 425.96%-421.0pp | 169.23%-164.3pp |
| Employer contribution / active EE | $3,015 | $1,723+75.0% | $2,470+22.1% | $1,963+53.6% |
| Participant deferral / active EE | $4,542 | $2,777+63.6% | $3,497+29.9% | $3,054+48.7% |
| Admin fee / account holder | $36 | $467-92.3% | $5,480-99.3% | $504-92.8% |