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, PLLC5+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 27 · EIN 38-3123123 | Advisory (Plan) | $30,120 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,839 |
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 | $114,479 | $73,404+56.0% | $87,100+31.4% | $67,579+69.4% |
| Participation rate | 99.7% | 80.9%+18.8pp | 76.9%+22.8pp | 71.3%+28.4pp |
| Annual return | 25.27% | 48.29%-23.0pp | 28.19%-2.9pp | 378.56%-353.3pp |
| Employer contribution / active EE | $4,333 | $2,014+115.1% | $2,521+71.8% | $2,148+101.7% |
| Participant deferral / active EE | $5,785 | $3,913+47.8% | $4,049+42.9% | $3,539+63.4% |
| Admin fee / account holder | $39 | $142-72.5% | $7,497-99.5% | $142-72.7% |