Filed January 18, 2013 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,302 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 15 · EIN 38-3123123 | Recordkeeping | $12,128 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,281 | $33,745-60.6% | $64,105-79.3% | $55,191-75.9% |
| Participation rate | 90.8% | 59.4%+31.5pp | 68.2%+22.7pp | 69.2%+21.7pp |
| Annual return | -7.42% | 4.95%-12.4pp | 791.24%-798.7pp | 10.78%-18.2pp |
| Employer contribution / active EE | $628 | $641-2.0% | $1,820-65.5% | $1,899-66.9% |
| Participant deferral / active EE | $1,444 | $1,929-25.2% | $2,822-48.8% | $3,046-52.6% |
| Admin fee / account holder | $87 | $94-7.3% | $4,499-98.1% | $91-3.7% |