Filed February 1, 2005
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 13 · EIN 42-0127290 | Contract Administrator | $75,799 |
YEO & YEO PC2 years Filed as: YEO & YEO Service code 10 · EIN 38-2706146 | Accounting | $12,000 |
OSAIC WEALTH INC2 years Service code 49 · EIN 93-0987232 | Other Services | $1,486 |
MICHIGAN PLANNERS INC8 years Service code 49 · EIN 38-2449723 | Other Services | $0 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $328,890-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 41.1%-41.1pp | 2.1%-2.1pp |
| Annual return | 8.25% | 8.50%-0.3pp | 8.43%-0.2pp | 9.16%-0.9pp |
| Employer contribution / active EE | $11,321 | $15,334-26.2% | $29,249-61.3% | $19,955-43.3% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $10,081-100.0% | $200-100.0% |