Filed April 18, 2019
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 |
|---|---|---|
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $9,117 |
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 | $197,722 | $91,019+117.2% | $392,568-49.6% | $72,985+170.9% |
| Participation rate | 95.2% | 74.4%+20.9pp | 78.1%+17.2pp | 69.5%+25.8pp |
| Annual return | 24.92% | 20.00%+4.9pp | 24.42%+0.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $8,338 | $2,751+203.1% | $3,783+120.4% | $2,440+241.7% |
| Participant deferral / active EE | $13,525 | $4,570+196.0% | $5,985+126.0% | $3,607+274.9% |
| Admin fee / account holder | $11 | $4,895-99.8% | $6,260-99.8% | $5,124-99.8% |