Filed February 3, 2005
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 LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $35,060 |
MERCER1 year Filed as: MERCER (US), INC Service code 17 · EIN 13-2834414 | Pension Consulting | $16,664 |
Filed as: FIDELITY INVEST. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $3,108 |
TIAA2+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $2 |
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 | $139,774 | $85,199+64.1% | $57,179+144.5% | $63,975+118.5% |
| Participation rate | 95.4% | 74.0%+21.4pp | 75.3%+20.1pp | 71.1%+24.3pp |
| Annual return | 6.60% | 10.43%-3.8pp | 14.59%-8.0pp | 48.65%-42.1pp |
| Employer contribution / active EE | $6,351 | $3,446+84.3% | $2,682+136.8% | $2,182+191.1% |
| Participant deferral / active EE | $7,290 | $3,109+134.5% | $3,096+135.5% | $3,356+117.2% |
| Admin fee / account holder | $26 | $39-32.8% | $3,139-99.2% | $70-63.2% |