Filed January 1, 2012
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, PLLC1+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $7,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,506 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,820 | $40,256+63.5% | $57,343+14.8% | $59,632+10.4% |
| Participation rate | 82.7% | 69.2%+13.5pp | 75.1%+7.6pp | 68.7%+14.0pp |
| Annual return | -0.54% | 27.49%-28.0pp | 24.39%-24.9pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $3,804 | $1,922+97.9% | $2,689+41.5% | $2,203+72.7% |
| Participant deferral / active EE | $6,167 | $2,399+157.0% | $3,162+95.0% | $3,192+93.2% |
| Admin fee / account holder | $83 | $2,818-97.1% | $3,356-97.5% | $4,297-98.1% |