Filed November 11, 2008
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, PLLC1 year Service code 10 · EIN 33-1498605 | Accounting | $29,500 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,321 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$25,876 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,098 | $62,688+34.2% | $178,014-52.8% | $77,671+8.3% |
| Participation rate | 86.5% | 66.9%+19.6pp | 77.1%+9.4pp | 70.6%+15.9pp |
| Annual return | 16.47% | 16.16%+0.3pp | 294.80%-278.3pp | 31.21%-14.7pp |
| Employer contribution / active EE | $2 | $1,912-99.9% | $3,950-99.9% | $2,726-99.9% |
| Participant deferral / active EE | $5,451 | $4,224+29.1% | $6,276-13.1% | $4,648+17.3% |
| Admin fee / account holder | $26 | $386-93.4% | $10,362-99.8% | $430-94.1% |