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 LL Service code 27 · EIN 38-3123123 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,252 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,530 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,869 | $88,122+6.5% | $141,162-33.5% | $67,579+38.9% |
| Participation rate | 96.5% | 76.5%+20.1pp | 82.5%+14.1pp | 71.3%+25.3pp |
| Annual return | 24.51% | 75.40%-50.9pp | 71.39%-46.9pp | 378.56%-354.1pp |
| Employer contribution / active EE | $2,539 | $3,224-21.3% | $4,735-46.4% | $2,148+18.2% |
| Participant deferral / active EE | $5,884 | $5,958-1.2% | $6,709-12.3% | $3,539+66.3% |
| Admin fee / account holder | $31 | $131-76.2% | $10,261-99.7% | $142-78.1% |