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, PLLC7 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 26300 NORTHWESTERN HIGHWAY #120 · SOUTHFIELD, MI 480763750 | Accounting | $20,671 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 949032121 | Advisory (Plan) | $14,831 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC RETIREMENT PARTNERS Service code 27 · EIN 99-2539506 | Advisory (Plan) | $14,668 |
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 | $191,227 | $106,028+80.4% | $146,958+30.1% | $77,643+146.3% |
| Participation rate | 88.9% | 78.4%+10.5pp | 82.2%+6.7pp | 70.6%+18.3pp |
| Annual return | 12.89% | 56.73%-43.8pp | 418.34%-405.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $11,331 | $7,990+41.8% | $8,070+40.4% | $4,647+143.8% |
| Admin fee / account holder | $115 | $337-65.9% | $12,998-99.1% | $430-73.2% |