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, PLLC1 year Filed as: PLANTE MORAN FINANCIAL ADVISORS LL Service code 27 · EIN 38-3123123 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,524 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$56,206 |
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 | $71,932 | $75,388-4.6% | $123,544-41.8% | $55,725+29.1% |
| Participation rate | 96.8% | 75.7%+21.2pp | 82.3%+14.5pp | 70.9%+26.0pp |
| Annual return | -2.44% | 4.48%-6.9pp | 119.20%-121.6pp | 244.93%-247.4pp |
| Employer contribution / active EE | $2,382 | $3,063-22.2% | $4,628-48.5% | $2,078+14.6% |
| Participant deferral / active EE | $5,509 | $5,651-2.5% | $6,426-14.3% | $3,356+64.2% |
| Admin fee / account holder | -$14 | $120-111.9% | $9,284-100.2% | $115-112.4% |