Filed December 31, 1998
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 |
|---|---|---|
FIRSTMERIT BANK1+ years Service code 10 · EIN 34-0220600 | Accounting | $27,079 |
HIGHLAND CONSULTING ASSOCIATES1+ years Service code 27 · EIN 34-1753575 | Advisory (Plan) | $16,000 |
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 | $62,231 | $57,108+9.0% | $94,224-34.0% | $52,331+18.9% |
| Participation rate | 90.8% | 72.9%+17.9pp | 78.8%+12.0pp | 68.1%+22.7pp |
| Annual return | -0.53% | 1.47%-2.0pp | 10.68%-11.2pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,293 | $1,735-25.5% | $3,587-63.9% | $1,882-31.3% |
| Participant deferral / active EE | $5,144 | $3,040+69.2% | $4,320+19.1% | $3,022+70.2% |
| Admin fee / account holder | $228 | $546-58.2% | $6,269-96.4% | $592-61.4% |