Filed April 28, 2006
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 Filed as: PLANTE AND MORAN Service code 10 · EIN 38-1357951 | Accounting | $7,000 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-2937883 | Advisory (Plan) | $6,250 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,860 |
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 | $42,035 | $36,916+13.9% | $156,549-73.1% | $57,658-27.1% |
| Participation rate | 70.7% | 63.4%+7.3pp | 84.0%-13.3pp | 70.2%+0.5pp |
| Annual return | 8.26% | 12.38%-4.1pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $571 | $1,571-63.6% | $5,501-89.6% | $1,974-71.1% |
| Participant deferral / active EE | $2,748 | $1,926+42.7% | $4,871-43.6% | $3,061-10.2% |
| Admin fee / account holder | $78 | $82-5.0% | $13,027-99.4% | $95-17.1% |