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 LLP8+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $0 |
MERCER8+ 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 | $176,989 | $86,897+103.7% | $151,611+16.7% | $64,808+173.1% |
| Participation rate | 99.9% | 87.3%+12.6pp | 87.5%+12.4pp | 71.5%+28.4pp |
| Annual return | -13.25% | -3.57%-9.7pp | 3.33%-16.6pp | 32.82%-46.1pp |
| Employer contribution / active EE | $2,311 | $4,010-42.4% | $6,166-62.5% | $2,506-7.8% |
| Participant deferral / active EE | $5,302 | $6,690-20.7% | $8,363-36.6% | $4,310+23.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,616-100.0% | $188-100.0% |