Filed February 17, 2009
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 |
|---|---|---|
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $27,500 |
INTRUST BANK, N.A.2 years Filed as: MY GROUP LLC DBA INTRUST FIDUCIARY Service code 27 2600 VIA FORTUNA DR STE 215 · AUSTIN, TX 78746 | Advisory (Plan) | $27,500 |
PLANTE & MORAN, PLLC2 years Service code 27 634 FRONT AVENUE N.W. SUITE 400 · GRAND RAPIDS, MI 49504 | Advisory (Plan) | $12,500 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $4,900 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $334,537 | $75,284+344.4% | $91,001+267.6% | $69,631+380.4% |
| Participation rate | 98.0% | 80.4%+17.6pp | 75.6%+22.4pp | 70.7%+27.3pp |
| Annual return | 17.14% | 48.40%-31.3pp | 4.60%+12.5pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $13,446 | $2,473+443.8% | $2,456+447.6% | $2,032+561.7% |
| Participant deferral / active EE | $11,268 | $3,700+204.6% | $3,547+217.6% | $3,224+249.5% |
| Admin fee / account holder | $14 | $111-87.0% | $5,417-99.7% | $110-87.0% |