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, PLLC5+ years Filed as: PLANTE & MORAN FINANCIAL ADVISORS Service code 51 · EIN 38-3123123 | Investment Mgmt Fees | $30,959 |
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $27,241 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $6,569 |
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 | $44,278 | $55,790-20.6% | $76,817-42.4% | $67,579-34.5% |
| Participation rate | 86.8% | 71.1%+15.7pp | 72.1%+14.7pp | 71.3%+15.5pp |
| Annual return | 31.54% | 64.45%-32.9pp | 1166.11%-1134.6pp | 378.56%-347.0pp |
| Employer contribution / active EE | $1,487 | $1,810-17.9% | $2,302-35.4% | $2,148-30.8% |
| Participant deferral / active EE | $3,040 | $2,875+5.7% | $3,336-8.9% | $3,539-14.1% |
| Admin fee / account holder | $183 | $159+15.0% | $6,420-97.2% | $142+28.6% |