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, PLLC5 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $11,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,151 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,037 | $73,638+18.2% | $95,952-9.3% | $73,488+18.4% |
| Participation rate | 75.2% | 76.2%-1.0pp | 77.1%-1.9pp | 70.7%+4.5pp |
| Annual return | 16.43% | 16.78%-0.4pp | 91.61%-75.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,664 | $3,617-26.4% | $4,167-36.1% | $3,740-28.8% |
| Admin fee / account holder | $88 | $482-81.6% | $6,795-98.7% | $513-82.8% |