Filed January 18, 2006
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 LLP2+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $11,502 |
CAPFINANCIAL PARTNERS LLC2+ years Service code 28 · EIN 26-0058143 | Investment Management | $11,250 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $74 |
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 | $117,143 | $68,408+71.2% | $57,179+104.9% | $57,658+103.2% |
| Participation rate | 99.2% | 79.1%+20.1pp | 75.3%+23.9pp | 70.2%+29.0pp |
| Annual return | 6.95% | 8.51%-1.6pp | 14.59%-7.6pp | 5.13%+1.8pp |
| Employer contribution / active EE | $4,261 | $2,869+48.5% | $2,682+58.9% | $1,974+115.9% |
| Participant deferral / active EE | $5,240 | $2,903+80.5% | $3,096+69.3% | $3,061+71.2% |
| Admin fee / account holder | $27 | $70-60.6% | $3,139-99.1% | $95-71.0% |