Filed September 26, 2016
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 |
|---|---|---|
REHMANN ROBSON1 year Service code 10 · EIN 38-3635706 1500 W. BIG BEAVER ROAD 2ND FLOOR · TROY, MI 48084 | Accounting | $41,395 |
UNITED OF OMAHA1 year Service code 28 · EIN 47-0322111 PO BOX 349 · BRAINERD, MN 56401 | Investment Management | $18,365 |
Filed as: APPLIED PLAN ADMINISTRATORS Service code 15 30600 TELEGRAPH ROAD · BINGHAM FARMS, MI 48025 | Recordkeeping | $8,690 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,357 | $78,852-81.8% | $76,768-81.3% | $75,289-80.9% |
| Participation rate | 99.9% | 85.0%+15.0pp | 77.0%+23.0pp | 72.4%+27.5pp |
| Annual return | -5.79% | -1.29%-4.5pp | 2.43%-8.2pp | -0.04%-5.7pp |
| Employer contribution / active EE | $393 | $2,794-85.9% | $2,485-84.2% | $2,405-83.7% |
| Participant deferral / active EE | $2,649 | $4,800-44.8% | $3,852-31.2% | $3,739-29.1% |
| Admin fee / account holder | $23 | $79-70.3% | $6,675-99.6% | $102-77.1% |