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 |
|---|---|---|
Service code 17 · EIN 04-3422848 | Pension Consulting | $27,150 |
GRANT THORNTON LLP6+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $21,518 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $363 |
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 | $133,949 | $84,948+57.7% | $70,449+90.1% | $73,409+82.5% |
| Participation rate | 90.4% | 79.9%+10.4pp | 75.1%+15.3pp | 72.2%+18.2pp |
| Annual return | 11.19% | 13.39%-2.2pp | 109.03%-97.8pp | 59.29%-48.1pp |
| Employer contribution / active EE | $4,478 | $2,834+58.0% | $2,737+63.6% | $2,234+100.5% |
| Participant deferral / active EE | $4,088 | $3,387+20.7% | $3,709+10.2% | $3,805+7.4% |
| Admin fee / account holder | $49 | $98-50.2% | $3,845-98.7% | $158-69.0% |