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 | $100,610 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $18,750 |
Form 5500 reported that benefits due were not provided when due.
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 | $64,262 | $96,403-33.3% | $93,606-31.3% | $77,787-17.4% |
| Participation rate | 82.2% | 87.6%-5.4pp | 75.8%+6.4pp | 73.2%+9.0pp |
| Annual return | 20.44% | 39.36%-18.9pp | 32.76%-12.3pp | 32.57%-12.1pp |
| Employer contribution / active EE | $1,863 | $3,616-48.5% | $2,718-31.5% | $2,504-25.6% |
| Participant deferral / active EE | $3,880 | $5,341-27.3% | $4,069-4.6% | $3,967-2.2% |
| Admin fee / account holder | $27 | $90-69.8% | $7,888-99.7% | $100-73.0% |