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 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 LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $45,150 |
BUCHANAN INGERSOLL & ROONEY PC1+ years Service code 29 · EIN 25-1381032 | Legal | $44,346 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,507 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $28,537 | $39,859-28.4% | $78,689-63.7% | $57,658-50.5% |
| Participation rate | 95.7% | 66.1%+29.6pp | 73.6%+22.1pp | 70.2%+25.4pp |
| Annual return | 0.40% | 18.96%-18.6pp | 62.18%-61.8pp | 5.13%-4.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $53 | $76-30.0% | $4,510-98.8% | $95-43.5% |