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, PLLC6+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 27 · EIN 38-3123123 | Advisory (Plan) | $33,750 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,114 |
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 | $140,208 | $79,519+76.3% | $95,952+46.1% | $73,409+91.0% |
| Participation rate | 96.7% | 81.2%+15.5pp | 77.1%+19.6pp | 72.2%+24.5pp |
| Annual return | 22.75% | 19.20%+3.6pp | 91.61%-68.9pp | 59.29%-36.5pp |
| Employer contribution / active EE | $4,391 | $2,048+114.4% | $2,541+72.8% | $2,234+96.6% |
| Participant deferral / active EE | $6,324 | $4,138+52.8% | $4,167+51.8% | $3,805+66.2% |
| Admin fee / account holder | $85 | $184-53.9% | $6,795-98.8% | $158-46.2% |