Filed June 25, 2003
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 |
|---|---|---|
GRANT THORNTON LLP6+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $37,428 |
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 | $115,413 | $84,948+35.9% | $70,449+63.8% | $73,409+57.2% |
| Participation rate | 99.4% | 79.9%+19.4pp | 75.1%+24.3pp | 72.2%+27.2pp |
| Annual return | 11.56% | 13.39%-1.8pp | 109.03%-97.5pp | 59.29%-47.7pp |
| Employer contribution / active EE | $1,680 | $2,834-40.7% | $2,737-38.6% | $2,234-24.8% |
| Participant deferral / active EE | $3,918 | $3,387+15.7% | $3,709+5.6% | $3,805+3.0% |
| Admin fee / account holder | $41 | $98-58.4% | $3,845-98.9% | $158-74.1% |