Filed April 18, 2005
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $156,848 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $104,561 |
DICKINSON WRIGHT2+ years Filed as: DICKINSON-WRIGHT Service code 29 · EIN 38-1364333 | Legal | $72,139 |
FIDUCIENT ADVISORS LLC2+ years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $67,485 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $27,459 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,779 | $110,299-17.7% | $102,423-11.4% | $199,593-54.5% |
| Participation rate | 97.6% | 86.3%+11.3pp | 76.5%+21.1pp | 72.0%+25.6pp |
| Annual return | 11.79% | 35.73%-23.9pp | 29.32%-17.5pp | 34.25%-22.5pp |
| Employer contribution / active EE | $2,501 | $3,603-30.6% | $3,023-17.3% | $3,034-17.6% |
| Participant deferral / active EE | $6,851 | $6,376+7.5% | $5,053+35.6% | $5,087+34.7% |
| Admin fee / account holder | $102 | $122-16.5% | $9,451-98.9% | $269-62.0% |