Filed March 13, 2009
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, PLLC1+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $12,500 |
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 | $388,933 | $70,002+455.6% | $115,037+238.1% | $52,331+643.2% |
| Participation rate | 97.5% | 72.1%+25.4pp | 81.4%+16.1pp | 68.1%+29.4pp |
| Annual return | 0.76% | 4.04%-3.3pp | 26.14%-25.4pp | 4.54%-3.8pp |
| Employer contribution / active EE | $13,543 | $2,715+398.8% | $4,608+193.9% | $1,882+619.7% |
| Participant deferral / active EE | $8,673 | $4,920+76.3% | $6,026+43.9% | $3,022+187.0% |
| Admin fee / account holder | $17 | $566-97.0% | $8,175-99.8% | $592-97.1% |