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 LLP2+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $0 |
MERCER2+ years Filed as: MERCER CONSULTING Service code 16 · EIN 61-0736136 PO BOX 730182 · DALLAS, TX 75373 | Consulting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,612 | $71,802+90.3% | $133,980+2.0% | $57,658+136.9% |
| Participation rate | 99.8% | 85.5%+14.3pp | 87.1%+12.7pp | 70.2%+29.5pp |
| Annual return | 7.96% | 13.51%-5.5pp | 29.30%-21.3pp | 5.13%+2.8pp |
| Employer contribution / active EE | $2,364 | $3,161-25.2% | $5,211-54.6% | $1,974+19.8% |
| Participant deferral / active EE | $5,276 | $4,606+14.5% | $6,282-16.0% | $3,061+72.4% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |