Filed January 7, 1999 (most recent of 7 filings on file)
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, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $14,500 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $10,023 |
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 | $67,319 | $71,516-5.9% | $98,439-31.6% | $71,457-5.8% |
| Participation rate | 92.9% | 72.7%+20.2pp | 75.2%+17.7pp | 67.9%+24.9pp |
| Annual return | 20.97% | 32.41%-11.4pp | 21.16%-0.2pp | 28.85%-7.9pp |
| Employer contribution / active EE | $1,976 | $2,399-17.6% | $3,048-35.2% | $2,588-23.6% |
| Participant deferral / active EE | $5,030 | $4,109+22.4% | $4,738+6.2% | $4,289+17.3% |
| Admin fee / account holder | $79 | $1,675-95.3% | $8,948-99.1% | $1,587-95.0% |