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, PLLC2+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $12,000 |
WATKINS ROSS1 year Service code 16 · EIN 38-1477362 | Consulting | $7,290 |
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 | $406,224 | $75,183+440.3% | $123,892+227.9% | $55,167+636.4% |
| Participation rate | 95.0% | 72.8%+22.2pp | 81.4%+13.6pp | 69.0%+26.0pp |
| Annual return | 7.87% | 19.01%-11.1pp | 47.52%-39.6pp | 169.23%-161.4pp |
| Employer contribution / active EE | $13,701 | $2,823+385.2% | $4,617+196.8% | $1,963+598.1% |
| Participant deferral / active EE | $8,817 | $5,084+73.4% | $5,984+47.3% | $3,054+188.7% |
| Admin fee / account holder | $135 | $663-79.6% | $8,357-98.4% | $504-73.2% |