Filed November 4, 2011 (most recent of 5 filings on file)
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, PLLC2+ years Filed as: PLANTE MORAN FINANCIAL Service code 27 · EIN 38-1357951 | Advisory (Plan) | $26,539 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,139 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,377 | $71,802-39.6% | $133,980-67.6% | $57,658-24.8% |
| Participation rate | 97.3% | 85.5%+11.8pp | 87.1%+10.2pp | 70.2%+27.0pp |
| Annual return | 11.20% | 13.51%-2.3pp | 29.30%-18.1pp | 5.13%+6.1pp |
| Employer contribution / active EE | $3,994 | $3,161+26.3% | $5,211-23.4% | $1,974+102.3% |
| Participant deferral / active EE | $3,521 | $4,606-23.6% | $6,282-44.0% | $3,061+15.0% |
| Admin fee / account holder | $138 | $88+57.4% | $9,324-98.5% | $95+46.0% |