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 LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $13,803 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,670 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$75,488 |
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 | $152,503 | $69,305+120.0% | $82,313+85.3% | $69,631+119.0% |
| Participation rate | 91.7% | 80.3%+11.5pp | 76.9%+14.9pp | 70.7%+21.1pp |
| Annual return | 21.58% | 21.47%+0.1pp | 25.88%-4.3pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $3,204 | $1,887+69.8% | $2,428+31.9% | $2,032+57.7% |
| Participant deferral / active EE | $5,330 | $3,568+49.4% | $3,706+43.8% | $3,224+65.3% |
| Admin fee / account holder | -$64 | $97-165.8% | $5,608-101.1% | $110-157.9% |