Filed June 5, 2012
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, PLLC4+ years Filed as: PLANTE & MORAN FINANCIAL ADVISORS Service code 51 · EIN 38-3123123 | Investment Mgmt Fees | $30,479 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $14,458 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $5,834 |
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 | $36,086 | $48,261-25.2% | $68,793-47.5% | $55,725-35.2% |
| Participation rate | 84.4% | 71.0%+13.3pp | 72.2%+12.1pp | 70.9%+13.5pp |
| Annual return | -5.96% | -2.61%-3.3pp | -4.63%-1.3pp | 244.93%-250.9pp |
| Employer contribution / active EE | $1,190 | $1,742-31.7% | $2,625-54.7% | $2,078-42.7% |
| Participant deferral / active EE | $2,455 | $2,712-9.5% | $3,311-25.8% | $3,356-26.8% |
| Admin fee / account holder | $155 | $126+23.1% | $5,131-97.0% | $115+34.8% |