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 | $101,777 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,907 | $105,190-33.5% | $98,907-29.3% | $90,288-22.6% |
| Participation rate | 86.2% | 86.4%-0.1pp | 76.0%+10.2pp | 73.4%+12.9pp |
| Annual return | 11.51% | 18.52%-7.0pp | 196.43%-184.9pp | 53.97%-42.5pp |
| Employer contribution / active EE | $2,514 | $3,831-34.4% | $2,689-6.5% | $2,524-0.4% |
| Participant deferral / active EE | $4,080 | $5,616-27.3% | $4,244-3.9% | $4,232-3.6% |
| Admin fee / account holder | $27 | $97-72.6% | $6,642-99.6% | $114-76.6% |