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 | $117,924 |
PLANTE & MORAN, PLLC6 years Service code 10 · EIN 38-1357951 | Accounting | $28,788 |
BARNES & THORNBURG LLP1 year Service code 29 · EIN 35-0900596 | Legal | $15,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,072 | $104,631-30.2% | $98,439-25.8% | $80,160-8.8% |
| Participation rate | 92.2% | 87.5%+4.7pp | 75.2%+17.0pp | 72.9%+19.3pp |
| Annual return | 16.99% | 34.72%-17.7pp | 21.16%-4.2pp | 40.38%-23.4pp |
| Employer contribution / active EE | $3,620 | $4,517-19.9% | $3,048+18.8% | $2,978+21.6% |
| Participant deferral / active EE | $5,372 | $6,545-17.9% | $4,738+13.4% | $5,017+7.1% |
| Admin fee / account holder | $32 | $105-69.7% | $8,948-99.6% | $145-78.1% |