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, PLLC2+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,038 |
Service code 61 · EIN 42-1445429 | Finders' fees / placement fees | $0 |
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 | $72,506 | $52,467+38.2% | $57,179+26.8% | $55,167+31.4% |
| Participation rate | 77.5% | 75.8%+1.6pp | 75.3%+2.1pp | 69.0%+8.5pp |
| Annual return | 8.44% | 7.72%+0.7pp | 14.59%-6.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $4,289 | $2,477+73.1% | $2,682+59.9% | $1,963+118.5% |
| Participant deferral / active EE | $6,544 | $2,830+131.2% | $3,096+111.4% | $3,054+114.3% |
| Admin fee / account holder | $118 | $269-56.2% | $3,139-96.2% | $504-76.6% |