Filed February 3, 1993
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 |
|---|---|---|
ALLIANCE BENEFIT GROUP3 years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $17,779 |
YEO & YEO PC1 year Filed as: YEO & YEO, P.C. Service code 10 · EIN 38-2706146 | Accounting | $8,250 |
RETIREMENT FUNDING ADVISORS1 year Service code 27 · EIN 38-3242375 | Advisory (Plan) | $5,852 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,718 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,109 | $34,308+159.7% | $74,701+19.3% | $72,985+22.1% |
| Participation rate | 51.1% | 42.4%+8.7pp | 54.5%-3.4pp | 69.5%-18.4pp |
| Annual return | 24.11% | 26.58%-2.5pp | 752.92%-728.8pp | 81.00%-56.9pp |
| Employer contribution / active EE | $361 | $692-47.9% | $1,084-66.7% | $2,440-85.2% |
| Participant deferral / active EE | $1,142 | $1,271-10.2% | $1,964-41.8% | $3,607-68.3% |
| Admin fee / account holder | $584 | $2,124-72.5% | $3,333-82.5% | $5,124-88.6% |