Filed February 5, 2014
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+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $13,821 |
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 | $101,421 | $67,166+51.0% | $57,343+76.9% | $55,191+83.8% |
| Participation rate | 98.0% | 77.7%+20.3pp | 75.1%+22.9pp | 69.2%+28.8pp |
| Annual return | 1.81% | 4.22%-2.4pp | 24.39%-22.6pp | 10.78%-9.0pp |
| Employer contribution / active EE | $5,089 | $2,812+81.0% | $2,689+89.3% | $1,899+168.0% |
| Participant deferral / active EE | $4,749 | $2,835+67.5% | $3,162+50.2% | $3,046+55.9% |
| Admin fee / account holder | $16 | $44-63.9% | $3,356-99.5% | $91-82.7% |