Filed March 30, 2009 (most recent of 2 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 4-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 64 · EIN 38-1357951 | Recordkeeping Fees | $36,818 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$126,444 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,958 | $58,758+225.0% | $70,014+172.7% | $63,975+198.5% |
| Participation rate | 99.2% | 77.5%+21.7pp | 71.8%+27.4pp | 71.1%+28.1pp |
| Annual return | 6.86% | 18.05%-11.2pp | 12.99%-6.1pp | 48.65%-41.8pp |
| Employer contribution / active EE | $8,656 | $1,973+338.8% | $2,338+270.2% | $2,182+296.8% |
| Participant deferral / active EE | $10,000 | $2,912+243.4% | $2,931+241.2% | $3,356+197.9% |
| Admin fee / account holder | $36 | $71-49.5% | $4,380-99.2% | $70-49.1% |