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 LLP9+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $26,500 |
SENTINEL PENSION ADVISORS4 years Service code 17 · EIN 04-3422848 | Pension Consulting | $26,250 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,936 |
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 | $135,972 | $83,884+62.1% | $64,056+112.3% | $74,419+82.7% |
| Participation rate | 78.5% | 76.6%+1.9pp | 72.3%+6.2pp | 70.7%+7.8pp |
| Annual return | 12.76% | 16.57%-3.8pp | 33.69%-20.9pp | 34.38%-21.6pp |
| Employer contribution / active EE | $4,083 | $3,084+32.4% | $2,747+48.7% | $2,637+54.8% |
| Participant deferral / active EE | $3,574 | $3,692-3.2% | $3,880-7.9% | $4,528-21.1% |
| Admin fee / account holder | $60 | $196-69.4% | $3,068-98.0% | $348-82.7% |