Filed December 13, 2012 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $112,157 |
GRANT THORNTON LLP10+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $26,880 |
DELOITTE & TOUCHE LLP9 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $5,428 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,384 | $148,970+47.9% | $136,007+62.0% | $199,593+10.4% |
| Participation rate | 98.1% | 79.4%+18.7pp | 76.5%+21.6pp | 72.0%+26.1pp |
| Annual return | 16.05% | 27.07%-11.0pp | 579.32%-563.3pp | 34.25%-18.2pp |
| Employer contribution / active EE | $9,645 | $3,561+170.8% | $4,217+128.7% | $3,034+217.9% |
| Participant deferral / active EE | $10,163 | $6,140+65.5% | $7,025+44.7% | $5,087+99.8% |
| Admin fee / account holder | $50 | $144-64.9% | $6,858-99.3% | $269-81.2% |