Filed October 11, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 26300 NORTHWESTERN HIGHWAY #120 · SOUTHFIELD, MI 480763750 | Accounting | $14,650 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 949032121 | Advisory (Plan) | $12,674 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 5707 SW PKWY 2 SUITE 400 · AUSTIN, TX 787356213 | Advisory (Plan) | $5,775 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $172,485 | $88,122+95.7% | $141,162+22.2% | $67,579+155.2% |
| Participation rate | 88.9% | 76.5%+12.4pp | 82.5%+6.4pp | 71.3%+17.6pp |
| Annual return | 15.42% | 75.40%-60.0pp | 71.39%-56.0pp | 378.56%-363.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $9,635 | $5,958+61.7% | $6,709+43.6% | $3,539+172.2% |
| Admin fee / account holder | $45 | $131-66.0% | $10,261-99.6% | $142-68.7% |