Filed January 19, 2012 (most recent of 9 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 LLP10+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $0 |
MERCER10+ years Filed as: MERCER CONSULTING Service code 16 · EIN 61-0736136 PO BOX 730182 · DALLAS, TX 75373 | Consulting | $0 |
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 | $199,094 | $129,021+54.3% | $184,203+8.1% | $77,643+156.4% |
| Participation rate | 98.9% | 87.3%+11.6pp | 86.8%+12.1pp | 70.6%+28.3pp |
| Annual return | 11.35% | 33.27%-21.9pp | 28.81%-17.5pp | 31.24%-19.9pp |
| Employer contribution / active EE | $2,874 | $4,413-34.9% | $6,427-55.3% | $2,726+5.4% |
| Participant deferral / active EE | $6,362 | $7,297-12.8% | $9,131-30.3% | $4,647+36.9% |
| Admin fee / account holder | $0 | $254-100.0% | $13,901-100.0% | $430-100.0% |