Filed June 5, 2018 (most recent of 2 filings on file)
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 Service code 27 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Advisory (Plan) | $14,985 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,409 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,922 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,545 | $80,177-4.5% | $123,892-38.2% | $57,658+32.8% |
| Participation rate | 95.1% | 74.4%+20.6pp | 81.4%+13.7pp | 70.2%+24.9pp |
| Annual return | 6.58% | 17.90%-11.3pp | 47.52%-40.9pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,784 | $2,913-4.4% | $4,617-39.7% | $1,974+41.1% |
| Participant deferral / active EE | $5,263 | $5,130+2.6% | $5,984-12.0% | $3,061+72.0% |
| Admin fee / account holder | $46 | $106-56.6% | $8,357-99.4% | $95-51.2% |