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 Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $8,294 |
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 | $150,588 | $65,376+130.3% | $87,100+72.9% | $65,185+131.0% |
| Participation rate | 93.5% | 75.3%+18.2pp | 76.9%+16.6pp | 70.2%+23.3pp |
| Annual return | 23.91% | 31.27%-7.4pp | 28.19%-4.3pp | 29.38%-5.5pp |
| Employer contribution / active EE | $3,144 | $1,822+72.5% | $2,521+24.7% | $2,177+44.4% |
| Participant deferral / active EE | $10,099 | $3,388+198.1% | $4,049+149.5% | $3,514+187.4% |
| Admin fee / account holder | $18 | $520-96.5% | $7,497-99.8% | $847-97.8% |