Filed April 27, 2007
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 |
|---|---|---|
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $18,109 |
COHNREZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $9,500 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE & MORAN FINANCIAL ADVISORS Service code 51 · EIN 38-3123123 | Investment Mgmt Fees | $7,136 |
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $993 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,782 | $52,884-85.3% | $84,750-90.8% | $55,167-85.9% |
| Participation rate | 89.1% | 67.5%+21.6pp | 76.6%+12.5pp | 69.0%+20.1pp |
| Annual return | 5.55% | 18.03%-12.5pp | 22.78%-17.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $188 | $2,233-91.6% | $3,574-94.8% | $1,963-90.4% |
| Participant deferral / active EE | $1,465 | $2,644-44.6% | $3,712-60.5% | $3,054-52.0% |
| Admin fee / account holder | $173 | $581-70.1% | $5,332-96.7% | $504-65.6% |