Filed January 14, 2006
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 52 · EIN 13-5674085 | Indirect Investment Fees | $41,254 |
PLANTE & MORAN, PLLC4+ years Service code 15 · EIN 38-1357951 | Recordkeeping | $13,000 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,800 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 34901 WOODWARD AVE STE 300 · BIRMINGHAM, MI 48009 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,464 | $75,388-54.3% | $123,544-72.1% | $55,725-38.2% |
| Participation rate | 42.0% | 75.7%-33.7pp | 82.3%-40.3pp | 70.9%-28.9pp |
| Annual return | -0.59% | 4.48%-5.1pp | 119.20%-119.8pp | 244.93%-245.5pp |
| Employer contribution / active EE | $409 | $3,063-86.6% | $4,628-91.2% | $2,078-80.3% |
| Participant deferral / active EE | $3,412 | $5,651-39.6% | $6,426-46.9% | $3,356+1.7% |
| Admin fee / account holder | $38 | $120-68.7% | $9,284-99.6% | $115-67.4% |