Filed December 11, 2001 (most recent of 2 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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $122,202 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $21,120 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,892 | $105,247-67.8% | $87,100-61.1% | $77,787-56.4% |
| Participation rate | 88.5% | 85.8%+2.7pp | 76.9%+11.6pp | 73.2%+15.3pp |
| Annual return | 25.19% | 24.52%+0.7pp | 28.19%-3.0pp | 32.57%-7.4pp |
| Employer contribution / active EE | $1,907 | $2,895-34.1% | $2,521-24.4% | $2,504-23.9% |
| Participant deferral / active EE | $1,708 | $5,060-66.3% | $4,049-57.8% | $3,967-57.0% |
| Admin fee / account holder | $8 | $104-92.2% | $7,497-99.9% | $100-91.8% |