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, PLLC5+ years Filed as: PLANTE MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $10,000 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,294 |
NAMIC INS. AGENCY5+ years Service code 22 · EIN 35-1469772 | Insurance Broker | $5,125 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $25 |
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 | $311,785 | $136,307+128.7% | $177,821+75.3% | $73,488+324.3% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.7%+11.6pp | 70.7%+28.7pp |
| Annual return | 18.12% | 18.68%-0.6pp | 48.32%-30.2pp | 28.51%-10.4pp |
| Employer contribution / active EE | $10,285 | $3,712+177.1% | $5,918+73.8% | $2,270+353.1% |
| Participant deferral / active EE | $6,923 | $5,829+18.8% | $7,714-10.3% | $3,740+85.1% |
| Admin fee / account holder | $132 | $596-77.9% | $12,427-98.9% | $513-74.4% |