Filed September 28, 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 |
|---|---|---|
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $16,376 |
IRA GROUP1 year Filed as: IRA GROUP, INC. Service code 17 · EIN 58-1989031 | Pension Consulting | $6,636 |
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 | $120,068 | $63,905+87.9% | $74,183+61.9% | $57,658+108.2% |
| Participation rate | 87.8% | 79.8%+8.0pp | 76.6%+11.2pp | 70.2%+17.6pp |
| Annual return | 8.86% | 60.60%-51.7pp | 17.74%-8.9pp | 5.13%+3.7pp |
| Employer contribution / active EE | $2,403 | $1,840+30.6% | $2,370+1.4% | $1,974+21.8% |
| Participant deferral / active EE | $7,261 | $3,448+110.6% | $3,550+104.6% | $3,061+137.2% |
| Admin fee / account holder | $26 | $91-71.1% | $5,586-99.5% | $95-72.1% |