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, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $11,559 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $122,335 | $59,186+106.7% | $76,768+59.4% | $56,287+117.3% |
| Participation rate | 93.5% | 75.2%+18.3pp | 77.0%+16.6pp | 69.9%+23.7pp |
| Annual return | -3.33% | 6.62%-9.9pp | 2.43%-5.8pp | -9.96%+6.6pp |
| Employer contribution / active EE | $3,060 | $1,759+74.0% | $2,485+23.1% | $2,111+45.0% |
| Participant deferral / active EE | $9,691 | $3,255+197.7% | $3,852+151.6% | $3,350+189.3% |
| Admin fee / account holder | $18 | $489-96.2% | $6,675-99.7% | $521-96.5% |