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, PLLC2 years Filed as: PLANTE MORAN PLLC Service code 10 · EIN 25-1534498 | Accounting | $11,785 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,802 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,391 |
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 | $161,455 | $87,733+84.0% | $106,548+51.5% | $85,850+88.1% |
| Participation rate | 93.5% | 71.9%+21.5pp | 76.1%+17.3pp | 69.3%+24.2pp |
| Annual return | 11.88% | 21.86%-10.0pp | 26.80%-14.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $4,474 | $2,073+115.8% | $2,819+58.7% | $2,565+74.4% |
| Participant deferral / active EE | $4,550 | $3,469+31.1% | $4,398+3.4% | $3,952+15.1% |
| Admin fee / account holder | $292 | $6,767-95.7% | $7,407-96.1% | $6,260-95.3% |