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 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $37,077 |
BUCHANAN INGERSOLL & ROONEY PC4+ years Service code 28 · EIN 25-1381032 | Investment Management | $22,245 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $864 |
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 | $99,096 | $54,237+82.7% | $90,281+9.8% | $67,579+46.6% |
| Participation rate | 95.5% | 68.6%+26.8pp | 73.3%+22.2pp | 71.3%+24.2pp |
| Annual return | 202.66% | 37.27%+165.4pp | 78.10%+124.6pp | 378.56%-175.9pp |
| Employer contribution / active EE | $2,926 | $1,846+58.5% | $2,854+2.5% | $2,148+36.2% |
| Participant deferral / active EE | $4,449 | $2,625+69.5% | $3,885+14.5% | $3,539+25.7% |
| Admin fee / account holder | $38 | $123-69.3% | $5,351-99.3% | $142-73.4% |