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 |
|---|---|---|
IRA GROUP2 years Filed as: IRA GROUP, INC. Service code 17 · EIN 58-1989031 | Pension Consulting | $18,868 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $8,568 |
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 | $140,780 | $69,305+103.1% | $82,313+71.0% | $69,631+102.2% |
| Participation rate | 89.9% | 80.3%+9.6pp | 76.9%+13.0pp | 70.7%+19.2pp |
| Annual return | 18.93% | 21.47%-2.5pp | 25.88%-7.0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $2,375 | $1,887+25.9% | $2,428-2.2% | $2,032+16.9% |
| Participant deferral / active EE | $7,970 | $3,568+123.3% | $3,706+115.0% | $3,224+147.2% |
| Admin fee / account holder | $53 | $97-45.2% | $5,608-99.1% | $110-51.8% |