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 ASSOCIATES3+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 28 · EIN 84-1205635 | Investment Management | $50,863 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $14,400 |
MCDERMOTT WILL & EMERY LLP3+ years Service code 28 · EIN 36-1453176 | Investment Management | $6,919 |
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 | $63,423 | $48,835+29.9% | $170,442-62.8% | $177,276-64.2% |
| Participation rate | 98.9% | 72.1%+26.8pp | 83.6%+15.3pp | 74.8%+24.0pp |
| Annual return | 16.78% | 19.44%-2.7pp | 205.93%-189.2pp | 21.25%-4.5pp |
| Employer contribution / active EE | $2,572 | $1,798+43.0% | $5,433-52.7% | $2,479+3.8% |
| Participant deferral / active EE | $4,467 | $2,757+62.0% | $4,939-9.6% | $3,881+15.1% |
| Admin fee / account holder | $2 | $52-95.5% | $13,880-100.0% | $154-98.5% |