Filed December 18, 2018 (most recent of 2 filings on file)
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 20-4751585 | Pension Consulting | $50,499 |
GRANT THORNTON LLP1 year Filed as: GRANT THRONTON LLP Service code 10 · EIN 36-6055558 | Accounting | $26,975 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE Service code 10 · EIN 86-1065772 | Accounting | $20,822 |
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 | $169,438 | $92,091+84.0% | $62,995+169.0% | $77,958+117.3% |
| Participation rate | 97.6% | 74.5%+23.1pp | 74.8%+22.8pp | 71.6%+26.0pp |
| Annual return | 14.91% | 16.23%-1.3pp | 87.57%-72.7pp | 20.87%-6.0pp |
| Employer contribution / active EE | $6,039 | $3,424+76.4% | $2,759+118.9% | $2,310+161.4% |
| Participant deferral / active EE | $5,286 | $3,361+57.3% | $3,329+58.8% | $3,537+49.5% |
| Admin fee / account holder | $50 | $48+4.7% | $3,600-98.6% | $97-48.5% |