Filed February 26, 2008 (most recent of 4 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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $242,662 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN Service code 50 · EIN 38-1357951 | Direct Payment | $31,875 |
THOMPSON HINE2 years Service code 50 · EIN 34-0575300 | Direct Payment | $15,835 |
WOLVERINE1 year Service code 50 · EIN 38-2233061 | Direct Payment | $10,849 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,735 | $41,617+33.9% | $84,611-34.1% | $77,787-28.3% |
| Participation rate | 64.9% | 45.0%+19.8pp | 68.2%-3.4pp | 73.2%-8.3pp |
| Annual return | 20.23% | 24.97%-4.7pp | 258.74%-238.5pp | 32.57%-12.3pp |
| Employer contribution / active EE | $874 | $1,061-17.6% | $2,652-67.0% | $2,504-65.1% |
| Participant deferral / active EE | $3,004 | $2,129+41.1% | $3,899-23.0% | $3,967-24.3% |
| Admin fee / account holder | $76 | $121-37.3% | $4,912-98.5% | $100-24.2% |