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 | $126,181 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE AND MORAN PLLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $16,130 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,239 | $176,491-76.6% | $95,952-57.0% | $90,288-54.3% |
| Participation rate | 85.4% | 86.6%-1.2pp | 77.1%+8.3pp | 73.4%+12.1pp |
| Annual return | 15.24% | 20.14%-4.9pp | 91.61%-76.4pp | 53.97%-38.7pp |
| Employer contribution / active EE | $2,104 | $2,789-24.6% | $2,541-17.2% | $2,524-16.7% |
| Participant deferral / active EE | $1,884 | $5,340-64.7% | $4,167-54.8% | $4,232-55.5% |
| Admin fee / account holder | $105 | $154-32.1% | $6,795-98.5% | $114-8.2% |