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 LLP8+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $23,100 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $401 |
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 | $108,960 | $79,124+37.7% | $60,874+79.0% | $64,808+68.1% |
| Participation rate | 70.3% | 77.7%-7.4pp | 73.1%-2.8pp | 71.5%-1.1pp |
| Annual return | -11.34% | -7.13%-4.2pp | 16.90%-28.2pp | 32.82%-44.2pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,794 | $3,725-25.0% | $3,817-26.8% | $4,310-35.2% |
| Admin fee / account holder | $27 | $106-74.3% | $3,224-99.2% | $188-85.6% |