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, PLLC7 years Service code 10 · EIN 38-1357951 | Accounting | $10,686 |
IRA GROUP2 years Service code 27 · EIN 58-1989031 | Advisory (Plan) | $9,896 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,049 | $65,435+158.3% | $86,677+95.0% | $66,914+152.6% |
| Participation rate | 99.2% | 75.5%+23.7pp | 76.6%+22.6pp | 69.8%+29.3pp |
| Annual return | -18.63% | -10.89%-7.7pp | 35.91%-54.5pp | 1.58%-20.2pp |
| Employer contribution / active EE | $2,684 | $2,153+24.7% | $2,836-5.4% | $2,544+5.5% |
| Participant deferral / active EE | $11,444 | $4,100+179.1% | $4,656+145.8% | $4,237+170.1% |
| Admin fee / account holder | $20 | $642-96.9% | $7,493-99.7% | $593-96.6% |