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 LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $16,049 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,464 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $82,347 | $63,299+30.1% | $91,001-9.5% | $62,292+32.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 12.90% | 20.99%-8.1pp | 4.60%+8.3pp | 28.90%-16.0pp |
| Employer contribution / active EE | $3,638 | $1,807+101.4% | $2,456+48.2% | $2,042+78.2% |
| Participant deferral / active EE | $5,128 | $2,943+74.3% | $3,547+44.6% | $3,169+61.8% |
| Admin fee / account holder | $70 | $468-85.1% | $5,417-98.7% | $479-85.4% |