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, PLLC2 years 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 | $24,814 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,434 |
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 | $37,149 | $47,456-21.7% | $172,739-78.5% | $77,787-52.2% |
| Participation rate | 94.2% | 66.3%+27.9pp | 82.6%+11.5pp | 73.2%+20.9pp |
| Annual return | 22.84% | 35.57%-12.7pp | 802.84%-780.0pp | 32.57%-9.7pp |
| Employer contribution / active EE | $784 | $1,574-50.2% | $5,143-84.7% | $2,504-68.7% |
| Participant deferral / active EE | $3,235 | $2,560+26.4% | $5,198-37.8% | $3,967-18.4% |
| Admin fee / account holder | $51 | $81-36.4% | $13,954-99.6% | $100-48.6% |