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 |
|---|---|---|
Filed as: WARNER NORCROSS + JUDD LLP Service code 29 · EIN 38-1422647 | Legal | $18,575 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $10,300 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,592 |
NAMIC INS. AGENCY1 year Filed as: NAMIC INSURANCE AGENCY, INC Service code 22 · EIN 35-1469772 | Insurance Broker | $5,125 |
Filed as: FIDELITY INVESTMENTS INSTITUTION Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$10,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,154 | $121,341+191.0% | $189,513+86.3% | $79,386+344.9% |
| Participation rate | 97.9% | 86.1%+11.8pp | 87.8%+10.1pp | 70.7%+27.2pp |
| Annual return | 14.78% | 21.08%-6.3pp | 555.15%-540.4pp | 116.85%-102.1pp |
| Employer contribution / active EE | $11,361 | $3,915+190.2% | $6,162+84.4% | $2,427+368.0% |
| Participant deferral / active EE | $7,869 | $6,395+23.0% | $8,221-4.3% | $4,046+94.5% |
| Admin fee / account holder | $188 | $651-71.1% | $12,045-98.4% | $626-69.9% |