Filed December 27, 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 Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $13,378 |
BENEFIT FUNDING SERVICES GROUP2+ years Service code 16 · EIN 20-8532658 | Consulting | $11,250 |
Filed as: TEACHERS INS AND ANNUITY ASSOC Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $1,415 |
Filed as: FIDELITY INV INST OPER CO INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $308 |
Filed as: FIDELITY INV INST OPS CO INC. Service code 60 | Sub-TA Fees | $0 |
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 | $43,505 | $85,199-48.9% | $57,179-23.9% | $63,975-32.0% |
| Participation rate | 99.2% | 74.0%+25.1pp | 75.3%+23.8pp | 71.1%+28.0pp |
| Annual return | 7.55% | 10.43%-2.9pp | 14.59%-7.0pp | 48.65%-41.1pp |
| Employer contribution / active EE | $5,202 | $3,446+50.9% | $2,682+93.9% | $2,182+138.4% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,096-100.0% | $3,356-100.0% |
| Admin fee / account holder | $9 | $39-77.6% | $3,139-99.7% | $70-87.7% |