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 LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $36,675 |
MERCER2 years Filed as: MERCER (US), INC Service code 17 · EIN 13-2834414 | Pension Consulting | $20,278 |
Filed as: FIDELITY INVEST. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Filed as: FIDELITY INVEST.INST. OPER. CO. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $157,806 | $92,091+71.4% | $62,995+150.5% | $77,958+102.4% |
| Participation rate | 35.8% | 74.5%-38.6pp | 74.8%-39.0pp | 71.6%-35.8pp |
| Annual return | 14.49% | 16.23%-1.7pp | 87.57%-73.1pp | 20.87%-6.4pp |
| Employer contribution / active EE | $6,778 | $3,424+97.9% | $2,759+145.7% | $2,310+193.3% |
| Participant deferral / active EE | $7,581 | $3,361+125.6% | $3,329+127.7% | $3,537+114.4% |
| Admin fee / account holder | $27 | $48-43.9% | $3,600-99.3% | $97-72.4% |