Filed September 16, 2002 (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 |
|---|---|---|
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 28 · EIN 36-6055558 | Investment Management | $20,557 |
ALPHA NET CONSULTING, LLC1+ years Service code 28 · EIN 11-3524755 | Investment Management | $12,377 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING, INC Service code 28 · EIN 16-1073613 | Investment Management | $5,754 |
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 | $81,699 | $78,181+4.5% | $57,343+42.5% | $67,505+21.0% |
| Participation rate | 95.5% | 76.6%+18.9pp | 75.1%+20.4pp | 71.2%+24.3pp |
| Annual return | 8.83% | 2.76%+6.1pp | 24.39%-15.6pp | 6.52%+2.3pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,689-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $10,450 | $3,501+198.5% | $3,162+230.4% | $3,597+190.6% |
| Admin fee / account holder | $6 | $27-77.1% | $3,356-99.8% | $56-89.2% |