See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $25,515 |
ARNOLD & PORTER1 year Filed as: ARNOLD&PORTER KAYE SCHOLER LLP Service code 27 · EIN 53-0208605 | Advisory (Plan) | $11,880 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,117 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,809 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $96,649 | $79,519+21.5% | $95,952+0.7% | $73,409+31.7% |
| Participation rate | 97.8% | 81.2%+16.6pp | 77.1%+20.7pp | 72.2%+25.6pp |
| Annual return | 16.98% | 19.20%-2.2pp | 91.61%-74.6pp | 59.29%-42.3pp |
| Employer contribution / active EE | $4,462 | $2,048+117.9% | $2,541+75.6% | $2,234+99.8% |
| Participant deferral / active EE | $5,561 | $4,138+34.4% | $4,167+33.5% | $3,805+46.1% |
| Admin fee / account holder | $46 | $184-75.1% | $6,795-99.3% | $158-70.9% |