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 | $43,530 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 · EIN 38-3123123 | Consulting | $10,055 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,931 | $40,174-72.8% | $84,015-87.0% | $67,579-83.8% |
| Participation rate | 95.8% | 62.7%+33.1pp | 69.0%+26.8pp | 71.3%+24.5pp |
| Annual return | 14.18% | 25.82%-11.6pp | 71.31%-57.1pp | 378.56%-364.4pp |
| Employer contribution / active EE | $479 | $808-40.7% | $1,983-75.8% | $2,148-77.7% |
| Participant deferral / active EE | $1,534 | $2,301-33.3% | $3,239-52.6% | $3,539-56.7% |
| Admin fee / account holder | $64 | $128-50.2% | $6,101-99.0% | $142-55.1% |