Filed August 3, 2012 (most recent of 3 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,390 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $19,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $171,775 | $105,190+63.3% | $98,907+73.7% | $90,288+90.3% |
| Participation rate | 94.5% | 86.4%+8.1pp | 76.0%+18.4pp | 73.4%+21.1pp |
| Annual return | 1.26% | 18.52%-17.3pp | 196.43%-195.2pp | 53.97%-52.7pp |
| Employer contribution / active EE | $6,821 | $3,831+78.1% | $2,689+153.7% | $2,524+170.2% |
| Participant deferral / active EE | $8,687 | $5,616+54.7% | $4,244+104.7% | $4,232+105.3% |
| Admin fee / account holder | $24 | $97-75.3% | $6,642-99.6% | $114-78.9% |