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, PLLC6 years Service code 10 · EIN 38-1357951 | Accounting | $8,742 |
IRA GROUP1 year Service code 16 · EIN 58-1989031 | Consulting | $8,132 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,062 | $84,936+153.2% | $111,297+93.2% | $79,386+170.9% |
| Participation rate | 98.4% | 75.9%+22.5pp | 77.3%+21.1pp | 70.7%+27.7pp |
| Annual return | 13.98% | 17.45%-3.5pp | 54.65%-40.7pp | 116.85%-102.9pp |
| Employer contribution / active EE | $3,319 | $1,979+67.7% | $2,731+21.5% | $2,427+36.7% |
| Participant deferral / active EE | $11,712 | $3,888+201.2% | $4,487+161.0% | $4,046+189.5% |
| Admin fee / account holder | -$12 | $537-102.3% | $7,964-100.2% | $626-102.0% |