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 | $96,018+60.5% | $65,493+135.4% | $85,563+80.2% |
| Participation rate | 99.0% | 74.8%+24.1pp | 73.1%+25.9pp | 66.0%+33.0pp |
| Annual return | 11.54% | 14.51%-3.0pp | 982.45%-970.9pp | 31.51%-20.0pp |
| Employer contribution / active EE | $4,075 | $3,235+26.0% | $2,574+58.3% | $2,654+53.6% |
| Participant deferral / active EE | $7,101 | $4,055+75.1% | $3,961+79.3% | $4,375+62.3% |
| Admin fee / account holder | $19 | $271-93.0% | $5,028-99.6% | $834-97.7% |