Filed October 16, 1992
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 Service code 27 · EIN 36-6055558 | Advisory (Plan) | $14,507 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,255 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,882 | $80,968+65.4% | $96,544+38.7% | $75,163+78.1% |
| Participation rate | 96.9% | 71.8%+25.1pp | 76.0%+20.9pp | 67.2%+29.7pp |
| Annual return | 10.97% | 27.06%-16.1pp | 25.84%-14.9pp | 160.62%-149.6pp |
| Employer contribution / active EE | $2,119 | $2,282-7.1% | $2,965-28.5% | $2,670-20.6% |
| Participant deferral / active EE | $3,182 | $3,928-19.0% | $4,851-34.4% | $4,125-22.9% |
| Admin fee / account holder | $207 | $6,724-96.9% | $8,252-97.5% | $5,651-96.3% |