Filed August 25, 2023
Total covered: 2 employees
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+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 1901 S MEYERS RD STE 455 · OAKBROOK TERRACE, IL 60181 | Accounting | $8,325 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $68,408-100.0% | $57,179-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 79.1%-79.1pp | 75.3%-75.3pp | 70.2%-70.2pp |
| Annual return | 0.51% | 8.51%-8.0pp | 14.59%-14.1pp | 5.13%-4.6pp |
| Employer contribution / active EE | $5,066 | $2,869+76.6% | $2,682+88.9% | $1,974+156.7% |
| Participant deferral / active EE | $5,808 | $2,903+100.1% | $3,096+87.6% | $3,061+89.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |