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, PLLC7+ years Filed as: PLANTE MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $10,600 |
NAMIC INS. AGENCY7+ years Service code 22 · EIN 35-1469772 | Insurance Broker | $5,125 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,105 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$19,700 |
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 | $276,538 | $102,553+169.7% | $151,611+82.4% | $66,914+313.3% |
| Participation rate | 99.3% | 85.5%+13.8pp | 87.5%+11.8pp | 69.8%+29.5pp |
| Annual return | -16.64% | -10.82%-5.8pp | 3.33%-20.0pp | 1.58%-18.2pp |
| Employer contribution / active EE | $11,046 | $4,180+164.2% | $6,166+79.1% | $2,544+334.2% |
| Participant deferral / active EE | $7,577 | $6,641+14.1% | $8,363-9.4% | $4,237+78.8% |
| Admin fee / account holder | $16 | $630-97.5% | $11,616-99.9% | $593-97.4% |