Filed November 9, 2005 (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 |
|---|---|---|
Filed as: GREGORY J SCHWARTZ & CO. INC Service code 26 · EIN 38-2117812 3707 WEST MAPLE SUITE 201 · BLOOMFIELD HILLS, MI 48301 | Advisory (Participants) | $103,399 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 33-1498605 1000 OAKBROOK DRIVE SUITE 400 · ANN ARBOR, MI 48104 | Accounting | $19,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$19,820 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,955 | $101,317+242.4% | $146,958+136.1% | $74,495+365.7% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.3pp |
| Annual return | 17.83% | 8730.91%-8713.1pp | 418.34%-400.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $4,848 | $3,810+27.2% | $4,933-1.7% | $2,623+84.8% |
| Participant deferral / active EE | $13,188 | $7,303+80.6% | $8,070+63.4% | $4,346+203.5% |
| Admin fee / account holder | $327 | $1,739-81.2% | $12,998-97.5% | $1,942-83.2% |