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, PLLC4 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $9,016 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $8,405 |
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 | $192,555 | $73,638+161.5% | $95,952+100.7% | $73,488+162.0% |
| Participation rate | 95.6% | 76.2%+19.4pp | 77.1%+18.5pp | 70.7%+24.9pp |
| Annual return | 20.53% | 16.78%+3.8pp | 91.61%-71.1pp | 28.51%-8.0pp |
| Employer contribution / active EE | $2,968 | $1,863+59.3% | $2,541+16.8% | $2,270+30.8% |
| Participant deferral / active EE | $10,165 | $3,617+181.1% | $4,167+144.0% | $3,740+171.8% |
| Admin fee / account holder | $35 | $482-92.7% | $6,795-99.5% | $513-93.2% |