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 LLP5+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $21,181 |
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 | $124,493 | $95,542+30.3% | $69,455+79.2% | $67,579+84.2% |
| Participation rate | 85.0% | 79.4%+5.6pp | 74.6%+10.4pp | 71.3%+13.7pp |
| Annual return | 16.42% | 17.67%-1.3pp | 28.97%-12.6pp | 378.56%-362.1pp |
| Employer contribution / active EE | $4,991 | $2,989+67.0% | $2,779+79.6% | $2,148+132.4% |
| Participant deferral / active EE | $4,606 | $3,263+41.2% | $3,535+30.3% | $3,539+30.1% |
| Admin fee / account holder | $21 | $90-76.4% | $3,839-99.4% | $142-85.1% |