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 | $36,645 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 · EIN 38-3123123 | Consulting | $8,416 |
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 | $13,911 | $48,064-71.1% | $78,778-82.3% | $69,631-80.0% |
| Participation rate | 93.6% | 61.6%+32.0pp | 69.2%+24.4pp | 70.7%+22.9pp |
| Annual return | 12.95% | 21.81%-8.9pp | 35.62%-22.7pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $498 | $744-33.0% | $1,986-74.9% | $2,032-75.5% |
| Participant deferral / active EE | $1,503 | $2,079-27.7% | $2,958-49.2% | $3,224-53.4% |
| Admin fee / account holder | $85 | $152-44.2% | $5,134-98.3% | $110-23.2% |