Filed November 3, 2008 (most recent of 2 filings on file)
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 Service code 10 · EIN 36-6055558 | Accounting | $14,043 |
Filed as: FIDELITY INV. INST. OPS. CO. Service code 21 · EIN 04-2647786 | Bank Trustee | $11,876 |
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 | $48,256 | $81,321-40.7% | $68,509-29.6% | $59,188-18.5% |
| Participation rate | 86.3% | 83.8%+2.5pp | 74.7%+11.6pp | 69.4%+16.9pp |
| Annual return | 22.11% | 4.65%+17.5pp | 8.27%+13.8pp | 5.51%+16.6pp |
| Employer contribution / active EE | $2,175 | $3,297-34.0% | $2,278-4.5% | $2,098+3.6% |
| Participant deferral / active EE | $0 | $4,592-100.0% | $3,382-100.0% | $3,265-100.0% |
| Admin fee / account holder | $20 | $62-67.7% | $5,275-99.6% | $92-78.3% |