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, PLLC3+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $12,900 |
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 | $467,597 | $155,795+200.1% | $136,294+243.1% | $69,631+571.5% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 70.7%+25.6pp |
| Annual return | 23.91% | 232464.33%-232440.4pp | 5155.94%-5132.0pp | 27571.02%-27547.1pp |
| Employer contribution / active EE | $12,970 | $2,991+333.6% | $4,695+176.2% | $2,032+538.2% |
| Participant deferral / active EE | $8,461 | $5,394+56.9% | $6,247+35.4% | $3,224+162.5% |
| Admin fee / account holder | $14 | $128-89.5% | $9,243-99.9% | $110-87.8% |