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 | $222,035 | $122,693+81.0% | $184,203+20.5% | $199,593+11.2% |
| Participation rate | 98.9% | 86.8%+12.1pp | 86.8%+12.1pp | 72.0%+26.9pp |
| Annual return | 12.04% | 143.91%-131.9pp | 28.81%-16.8pp | 34.25%-22.2pp |
| Employer contribution / active EE | $5,792 | $4,584+26.3% | $6,427-9.9% | $3,034+90.9% |
| Participant deferral / active EE | $12,395 | $7,990+55.1% | $9,131+35.7% | $5,087+143.7% |
| Admin fee / account holder | $0 | $121-100.0% | $13,901-100.0% | $269-100.0% |