Filed September 30, 1992
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 LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $20,189 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,151 | $93,351+65.1% | $62,929+145.0% | $79,634+93.6% |
| Participation rate | 99.0% | 74.6%+24.3pp | 73.1%+25.9pp | 62.5%+36.5pp |
| Annual return | 11.54% | 14.37%-2.8pp | 1063.93%-1052.4pp | 36.46%-24.9pp |
| Employer contribution / active EE | $4,075 | $3,135+30.0% | $2,505+62.7% | $2,529+61.1% |
| Participant deferral / active EE | $7,101 | $3,921+81.1% | $3,888+82.6% | $3,835+85.2% |
| Admin fee / account holder | $19 | $229-91.7% | $5,065-99.6% | $1,002-98.1% |