Filed July 16, 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, PLLC3+ years Filed as: PLANTE MORAN PLLC Service code 16 · EIN 38-1357951 | Consulting | $9,400 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,131 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
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 | $222,420 | $79,523+179.7% | $140,016+58.9% | $56,287+295.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -6.27% | 2.39%-8.7pp | 651.12%-657.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $10,153 | $3,350+203.1% | $5,606+81.1% | $2,111+380.9% |
| Participant deferral / active EE | $6,676 | $5,129+30.2% | $6,927-3.6% | $3,350+99.3% |
| Admin fee / account holder | $110 | $614-82.0% | $10,705-99.0% | $521-78.8% |