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 LL Service code 27 · EIN 38-3123123 | Advisory (Plan) | $48,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,055 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,084 |
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 | $33,337 | $45,382-26.5% | $154,107-78.4% | $75,289-55.7% |
| Participation rate | 96.5% | 65.9%+30.6pp | 83.0%+13.4pp | 72.4%+24.1pp |
| Annual return | -3.21% | -0.47%-2.7pp | 735.12%-738.3pp | -0.04%-3.2pp |
| Employer contribution / active EE | $805 | $1,533-47.5% | $5,298-84.8% | $2,405-66.5% |
| Participant deferral / active EE | $3,107 | $2,384+30.3% | $5,081-38.8% | $3,739-16.9% |
| Admin fee / account holder | $57 | $89-36.6% | $13,411-99.6% | $102-44.6% |