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 LLP7+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $21,368 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $175 |
Employer contribution per participant 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 | $125,343 | $94,833+32.2% | $75,696+65.6% | $86,799+44.4% |
| Participation rate | 80.6% | 79.1%+1.5pp | 74.8%+5.7pp | 72.3%+8.3pp |
| Annual return | 13.07% | 16.91%-3.8pp | 104.53%-91.5pp | 97.91%-84.8pp |
| Employer contribution / active EE | $16 | $2,904-99.4% | $2,743-99.4% | $2,405-99.3% |
| Participant deferral / active EE | $2,664 | $3,632-26.7% | $3,821-30.3% | $4,131-35.5% |
| Admin fee / account holder | $24 | $109-77.9% | $3,619-99.3% | $170-85.8% |