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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $28,412 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $26,777 |
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 | $84,626 | $82,279+2.9% | $77,999+8.5% | $63,975+32.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 75.5%+24.5pp | 71.1%+28.9pp |
| Annual return | 8.02% | 11.20%-3.2pp | 425.96%-417.9pp | 48.65%-40.6pp |
| Employer contribution / active EE | $4,240 | $3,297+28.6% | $2,470+71.7% | $2,182+94.3% |
| Participant deferral / active EE | $5,419 | $4,538+19.4% | $3,497+55.0% | $3,356+61.4% |
| Admin fee / account holder | $24 | $81-69.9% | $5,480-99.6% | $70-65.2% |