Filed October 18, 2004
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 Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $22,646 |
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 | $163,272 | $74,552+119.0% | $62,995+159.2% | $69,631+134.5% |
| Participation rate | 98.1% | 78.3%+19.8pp | 74.8%+23.3pp | 70.7%+27.4pp |
| Annual return | 12.76% | 15.77%-3.0pp | 87.57%-74.8pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $6,719 | $2,929+129.4% | $2,759+143.5% | $2,032+230.6% |
| Participant deferral / active EE | $3,901 | $2,974+31.2% | $3,329+17.2% | $3,224+21.0% |
| Admin fee / account holder | $30 | $59-49.0% | $3,600-99.2% | $110-72.6% |