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 | $54,351 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 · EIN 38-3123123 | Consulting | $8,269 |
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 | $12,086 | $64,286-81.2% | $90,951-86.7% | $73,409-83.5% |
| Participation rate | 96.1% | 63.6%+32.5pp | 69.0%+27.1pp | 72.2%+23.9pp |
| Annual return | 13.57% | 21.45%-7.9pp | 134.60%-121.0pp | 59.29%-45.7pp |
| Employer contribution / active EE | $752 | $895-15.9% | $2,122-64.6% | $2,234-66.3% |
| Participant deferral / active EE | $1,743 | $2,453-29.0% | $3,373-48.3% | $3,805-54.2% |
| Admin fee / account holder | $73 | $287-74.5% | $5,959-98.8% | $158-53.5% |