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 LLP4+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $20,087 |
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 | $109,785 | $70,083+56.6% | $59,878+83.3% | $55,725+97.0% |
| Participation rate | 89.4% | 78.4%+11.0pp | 74.7%+14.7pp | 70.9%+18.5pp |
| Annual return | -2.75% | 3.13%-5.9pp | 3.46%-6.2pp | 244.93%-247.7pp |
| Employer contribution / active EE | $5,196 | $2,878+80.5% | $2,722+90.9% | $2,078+150.0% |
| Participant deferral / active EE | $4,822 | $3,079+56.6% | $3,402+41.7% | $3,356+43.7% |
| Admin fee / account holder | $20 | $70-71.0% | $3,590-99.4% | $115-82.3% |