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 LLP9+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $25,650 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,427 |
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 | $118,980 | $83,884+41.8% | $64,056+85.7% | $74,419+59.9% |
| Participation rate | 97.3% | 76.6%+20.7pp | 72.3%+25.0pp | 70.7%+26.6pp |
| Annual return | 14.08% | 16.57%-2.5pp | 33.69%-19.6pp | 34.38%-20.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,072 | $3,692+10.3% | $3,880+5.0% | $4,528-10.1% |
| Admin fee / account holder | $31 | $196-84.0% | $3,068-99.0% | $348-91.0% |