Filed November 21, 1994
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, PLLC3 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $22,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $61,218 | $59,186+3.4% | $76,768-20.3% | $56,287+8.8% |
| Participation rate | 65.2% | 75.2%-10.0pp | 77.0%-11.7pp | 69.9%-4.6pp |
| Annual return | -2.92% | 6.62%-9.5pp | 2.43%-5.3pp | -9.96%+7.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,080 | $3,255-36.1% | $3,852-46.0% | $3,350-37.9% |
| Admin fee / account holder | $165 | $489-66.2% | $6,675-97.5% | $521-68.3% |