Filed July 20, 2001 (most recent of 2 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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $228,274 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $24,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,966 | $88,480-89.9% | $96,683-90.7% | $80,160-88.8% |
| Participation rate | 77.3% | 79.9%-2.5pp | 74.3%+3.0pp | 72.9%+4.4pp |
| Annual return | 16.47% | 22.53%-6.1pp | 35.69%-19.2pp | 40.38%-23.9pp |
| Employer contribution / active EE | $819 | $4,176-80.4% | $3,737-78.1% | $2,978-72.5% |
| Participant deferral / active EE | $1,617 | $3,959-59.2% | $4,878-66.9% | $5,017-67.8% |
| Admin fee / account holder | $76 | $212-63.9% | $6,730-98.9% | $145-47.2% |