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, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $19,086 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $10,505 |
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 | $67,809 | $92,055-26.3% | $106,213-36.2% | $77,643-12.7% |
| Participation rate | 93.8% | 81.0%+12.7pp | 75.3%+18.5pp | 70.6%+23.2pp |
| Annual return | 16.29% | 17.91%-1.6pp | 116.14%-99.8pp | 31.24%-14.9pp |
| Employer contribution / active EE | $1,866 | $3,367-44.6% | $3,171-41.2% | $2,726-31.5% |
| Participant deferral / active EE | $4,640 | $5,386-13.8% | $5,016-7.5% | $4,647-0.2% |
| Admin fee / account holder | $91 | $219-58.4% | $11,033-99.2% | $430-78.8% |