Filed July 26, 2011
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 LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $19,696 |
P-SOLVE2+ years Filed as: P-SOLVE LLC Service code 16 · EIN 04-3513306 | Consulting | $17,600 |
Filed as: WILMER CUTLER PICKERING HALE AND D Service code 29 · EIN 04-1409810 | Legal | $5,869 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,855 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$70,395 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,690 | $63,905+151.5% | $74,183+116.6% | $57,658+178.7% |
| Participation rate | 95.6% | 79.8%+15.8pp | 76.6%+18.9pp | 70.2%+25.3pp |
| Annual return | 8.20% | 60.60%-52.4pp | 17.74%-9.5pp | 5.13%+3.1pp |
| Employer contribution / active EE | $4,013 | $1,840+118.0% | $2,370+69.3% | $1,974+103.3% |
| Participant deferral / active EE | $6,658 | $3,448+93.1% | $3,550+87.6% | $3,061+117.5% |
| Admin fee / account holder | -$34 | $91-136.8% | $5,586-100.6% | $95-135.4% |