Filed December 29, 1999
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 3-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 LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $87,150 |
BUCHANAN INGERSOLL & ROONEY PC1+ years Service code 29 · EIN 25-1381032 | Legal | $37,908 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,591 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,754 | $39,859+32.4% | $78,689-33.0% | $57,658-8.5% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | -0.32% | 18.96%-19.3pp | 62.18%-62.5pp | 5.13%-5.4pp |
| Employer contribution / active EE | $5,400 | $1,786+202.4% | $2,851+89.4% | $1,974+173.6% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $77 | $76+0.7% | $4,510-98.3% | $95-18.8% |