Filed March 11, 2010
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $172,140 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 50 · EIN 38-3123123 | Direct Payment | $68,485 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $56,212 | $82,279-31.7% | $77,999-27.9% | $63,975-12.1% |
| Participation rate | 95.0% | 84.7%+10.3pp | 75.5%+19.5pp | 71.1%+23.9pp |
| Annual return | 6.87% | 11.20%-4.3pp | 425.96%-419.1pp | 48.65%-41.8pp |
| Employer contribution / active EE | $2,043 | $3,297-38.0% | $2,470-17.3% | $2,182-6.3% |
| Participant deferral / active EE | $4,329 | $4,538-4.6% | $3,497+23.8% | $3,356+29.0% |
| Admin fee / account holder | $196 | $81+140.4% | $5,480-96.4% | $70+177.8% |