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 |
|---|---|---|
ZURICH1 year Service code 23 233 S WACKER DR · CHICAGO, IL 60606 | Insurance services | $22,400 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $9,750 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,260 |
NAMIC INS. AGENCY1 year Filed as: NAMIC INSURANCE AGENCY Service code 22 3601 VINCENNES RD · INDIANAPOLIS, IN 46268 | Insurance Broker | $5,125 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
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 | $251,929 | $98,982+154.5% | $162,163+55.4% | $65,185+286.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 23.01% | 24.84%-1.8pp | 115.59%-92.6pp | 29.38%-6.4pp |
| Employer contribution / active EE | $10,675 | $3,467+207.9% | $5,614+90.2% | $2,177+390.4% |
| Participant deferral / active EE | $6,549 | $5,384+21.6% | $7,298-10.3% | $3,514+86.4% |
| Admin fee / account holder | $261 | $596-56.2% | $10,843-97.6% | $847-69.2% |