Filed January 23, 2013 (most recent of 3 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 |
|---|---|---|
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $26,433 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 27 · EIN 38-1357951 | Advisory (Plan) | $20,877 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,459 |
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 | $0 | $44,873-100.0% | $79,464-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 68.7%-68.7pp | 73.3%-73.3pp | 69.9%-69.9pp |
| Annual return | -6.65% | 0.81%-7.5pp | 718.14%-724.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $3,474 | $2,140+62.3% | $2,800+24.0% | $2,111+64.6% |
| Participant deferral / active EE | $4,145 | $2,746+51.0% | $3,704+11.9% | $3,350+23.8% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |