Filed September 18, 2023
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 year Filed as: PLANTE MORAN FINANCIAL ADVISORS LLC Service code 27 · EIN 38-3123123 | Advisory (Plan) | $48,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,610 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,579 |
Form 5500 reported that benefits due were not provided when due.
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 | $36,114 | $44,989-19.7% | $170,442-78.8% | $77,958-53.7% |
| Participation rate | 93.1% | 64.6%+28.5pp | 83.6%+9.5pp | 71.6%+21.5pp |
| Annual return | 18.78% | 19.61%-0.8pp | 205.93%-187.1pp | 20.87%-2.1pp |
| Employer contribution / active EE | $802 | $1,466-45.3% | $5,433-85.2% | $2,310-65.3% |
| Participant deferral / active EE | $2,796 | $2,208+26.7% | $4,939-43.4% | $3,537-20.9% |
| Admin fee / account holder | $55 | $69-20.9% | $13,880-99.6% | $97-44.0% |