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, PLLC3+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 26300 NORTHWESTERN HWY #120 · SOUTHFIELD, MI 480763750 | Accounting | $14,160 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $11,900 |
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 | $122,541 | $80,753+51.7% | $136,294-10.1% | $62,292+96.7% |
| Participation rate | 99.6% | 73.5%+26.0pp | 81.9%+17.6pp | 69.5%+30.0pp |
| Annual return | 14.79% | 35.83%-21.0pp | 5155.94%-5141.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $12,163 | $2,884+321.8% | $4,695+159.0% | $2,042+495.6% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $51 | $525-90.3% | $9,243-99.5% | $479-89.4% |