Filed July 11, 1996 (most recent of 2 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 |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $15,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,661 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,897 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $137,947 | $81,208+69.9% | $98,907+39.5% | $79,858+72.7% |
| Participation rate | 93.6% | 72.5%+21.1pp | 76.0%+17.6pp | 69.6%+24.0pp |
| Annual return | 15.92% | 60.99%-45.1pp | 196.43%-180.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,971 | $1,960+51.6% | $2,689+10.5% | $2,471+20.2% |
| Participant deferral / active EE | $4,304 | $3,265+31.8% | $4,244+1.4% | $3,740+15.1% |
| Admin fee / account holder | $360 | $6,013-94.0% | $6,642-94.6% | $5,306-93.2% |