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 LLP2 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $25,943 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,921 |
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 | $97,898 | $52,670+85.9% | $90,404+8.3% | $73,409+33.4% |
| Participation rate | 97.8% | 67.7%+30.1pp | 72.7%+25.1pp | 72.2%+25.6pp |
| Annual return | 4.78% | 20.70%-15.9pp | 1293.02%-1288.2pp | 59.29%-54.5pp |
| Employer contribution / active EE | $3,229 | $1,872+72.6% | $3,262-1.0% | $2,234+44.6% |
| Participant deferral / active EE | $5,248 | $2,807+87.0% | $3,963+32.4% | $3,805+37.9% |
| Admin fee / account holder | $22 | $117-80.8% | $5,611-99.6% | $158-85.8% |