Filed January 6, 2006 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 3-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 · EIN 38-3123123 | Advisory (Plan) | $26,565 |
NYHART2+ years Service code 11 · EIN 35-0966414 | Actuarial | $18,800 |
CROWE LLP2+ years Filed as: CROWE HORWATH, LLP Service code 10 · EIN 35-0921680 | Accounting | $10,710 |
Filed as: CHARLES SCHWAB BANK Service code 59 | Shareholder Servicing | $6,640 |
Service code 21 · EIN 94-1737782 | Bank Trustee | $36 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 10.42% | 11.14%-0.7pp | 16.78%-6.4pp | 10.41%0pp |
| Employer contribution / active EE | $71,951 | $14,043+412.4% | $26,328+173.3% | $14,691+389.8% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |