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 LLP3+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $0 |
MERCER3+ 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 | $155,951 | $81,537+91.3% | $149,718+4.2% | $69,631+124.0% |
| Participation rate | 99.7% | 86.1%+13.6pp | 87.1%+12.7pp | 70.7%+29.1pp |
| Annual return | 14.37% | 22.79%-8.4pp | 1501.63%-1487.3pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $2,315 | $3,239-28.5% | $5,445-57.5% | $2,032+13.9% |
| Participant deferral / active EE | $5,173 | $4,994+3.6% | $6,569-21.3% | $3,224+60.5% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |