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, PLLC8 years Service code 10 · EIN 38-1357951 | Accounting | $15,521 |
SEYFARTH SHAW LLP4 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $6,584 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,362 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,075 | $76,050+165.7% | $96,544+109.3% | $71,457+182.8% |
| Participation rate | 97.0% | 74.4%+22.6pp | 76.0%+21.1pp | 67.9%+29.1pp |
| Annual return | 20.83% | 22.81%-2.0pp | 25.84%-5.0pp | 28.85%-8.0pp |
| Employer contribution / active EE | $3,091 | $2,244+37.7% | $2,965+4.3% | $2,588+19.5% |
| Participant deferral / active EE | $11,596 | $4,215+175.1% | $4,851+139.1% | $4,289+170.4% |
| Admin fee / account holder | $82 | $2,707-97.0% | $8,252-99.0% | $1,587-94.8% |