Filed March 19, 1996 (most recent of 2 filings on file)
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 | $26,631 |
GUNDERSON DETTMER1 year Service code 29 · EIN 77-0409988 | Legal | $9,887 |
Filed as: FIDELITY INV INST OP CO LLC Service code 50 · EIN 04-2647786 | Direct Payment | $9,192 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,694 | $60,323-60.7% | $81,812-71.0% | $74,495-68.2% |
| Participation rate | 87.6% | 62.9%+24.7pp | 72.3%+15.2pp | 67.2%+20.4pp |
| Annual return | 11.75% | 16.90%-5.1pp | 773.79%-762.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $129 | $1,486-91.3% | $7,386-98.3% | $1,942-93.4% |