Filed April 14, 2006 (most recent of 5 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 |
|---|---|---|
MONTICELLO ASSOCIATES2+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 27 · EIN 84-1205635 | Advisory (Plan) | $38,147 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $9,628 |
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 | $56,916 | $37,213+52.9% | $156,549-63.6% | $63,975-11.0% |
| Participation rate | 99.0% | 65.0%+34.1pp | 84.0%+15.0pp | 71.1%+27.9pp |
| Annual return | 8.36% | 47.89%-39.5pp | 32.23%-23.9pp | 48.65%-40.3pp |
| Employer contribution / active EE | $2,600 | $1,357+91.6% | $5,501-52.7% | $2,182+19.2% |
| Participant deferral / active EE | $4,476 | $2,070+116.2% | $4,871-8.1% | $3,356+33.4% |
| Admin fee / account holder | $6 | $56-89.5% | $13,027-100.0% | $70-91.6% |