Filed October 18, 2004
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 Service code 27 · EIN 36-6055558 | Advisory (Plan) | $17,661 |
FINANCIAL ENGINES5 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $16,495 |
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 | $69,372 | $79,519-12.8% | $95,952-27.7% | $73,409-5.5% |
| Participation rate | 78.7% | 81.2%-2.5pp | 77.1%+1.6pp | 72.2%+6.5pp |
| Annual return | 16.93% | 19.20%-2.3pp | 91.61%-74.7pp | 59.29%-42.4pp |
| Employer contribution / active EE | $802 | $2,048-60.8% | $2,541-68.4% | $2,234-64.1% |
| Participant deferral / active EE | $3,291 | $4,138-20.5% | $4,167-21.0% | $3,805-13.5% |
| Admin fee / account holder | $44 | $184-76.0% | $6,795-99.3% | $158-72.0% |