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, PLLC3 years Filed as: PLANTE MORAN FINANCIAL ADVISORS LL Service code 27 · EIN 38-3123123 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$61,234 |
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 | $114,770 | $100,801+13.9% | $149,696-23.3% | $73,409+56.3% |
| Participation rate | 97.4% | 77.7%+19.7pp | 82.5%+14.9pp | 72.2%+25.2pp |
| Annual return | 17.15% | 265.34%-248.2pp | 276.60%-259.4pp | 59.29%-42.1pp |
| Employer contribution / active EE | $2,777 | $3,312-16.1% | $4,644-40.2% | $2,234+24.3% |
| Participant deferral / active EE | $6,606 | $6,404+3.2% | $6,842-3.4% | $3,805+73.6% |
| Admin fee / account holder | -$4 | $181-102.5% | $9,309-100.0% | $158-102.8% |