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 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, PLLC4+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 27 · EIN 38-3123123 | Advisory (Plan) | $46,245 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,156 |
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 | $88,046 | $65,118+35.2% | $76,768+14.7% | $55,725+58.0% |
| Participation rate | 99.0% | 79.6%+19.4pp | 77.0%+22.1pp | 70.9%+28.2pp |
| Annual return | 0.22% | -1.27%+1.5pp | 2.43%-2.2pp | 244.93%-244.7pp |
| Employer contribution / active EE | $4,135 | $1,941+113.0% | $2,485+66.4% | $2,078+99.0% |
| Participant deferral / active EE | $5,346 | $3,688+45.0% | $3,852+38.8% | $3,356+59.3% |
| Admin fee / account holder | $152 | $116+31.3% | $6,675-97.7% | $115+32.0% |