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 ASSOCIATES5+ years Filed as: MONTICELLO ASSOCIATES, INC. Service code 28 · EIN 84-1205635 | Investment Management | $12,716 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $9,975 |
Filed as: TOWERS WATSON DELAWARE, INC Service code 16 · EIN 53-0181291 | Consulting | $5,775 |
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 | $65,067 | $53,565+21.5% | $172,739-62.3% | $82,204-20.8% |
| Participation rate | 100.0% | 69.6%+30.4pp | 82.6%+17.4pp | 73.4%+26.6pp |
| Annual return | 20.20% | 31.42%-11.2pp | 802.84%-782.6pp | 26.31%-6.1pp |
| Employer contribution / active EE | $2,975 | $1,857+60.2% | $5,143-42.2% | $2,707+9.9% |
| Participant deferral / active EE | $5,022 | $3,006+67.1% | $5,198-3.4% | $4,246+18.3% |
| Admin fee / account holder | $3 | $61-95.1% | $13,954-100.0% | $76-96.0% |