Filed October 13, 2008
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 |
|---|---|---|
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $12,900 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,007 | $51,197+75.8% | $82,719+8.8% | $66,914+34.5% |
| Participation rate | 91.3% | 67.8%+23.4pp | 72.6%+18.7pp | 69.8%+21.5pp |
| Annual return | -11.14% | -9.64%-1.5pp | 701.18%-712.3pp | 1.58%-12.7pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,995 | $3,458+160.1% | $4,395+104.7% | $4,237+112.3% |
| Admin fee / account holder | $129 | $416-68.9% | $5,329-97.6% | $593-78.2% |