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 |
|---|---|---|
PLANTE & MORAN, PLLC5+ years Service code 15 · EIN 38-1357951 | Recordkeeping | $13,500 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,874 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years 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 | $36,730 | $101,523-63.8% | $141,162-74.0% | $77,787-52.8% |
| Participation rate | 56.3% | 77.4%-21.0pp | 82.5%-26.1pp | 73.2%-16.9pp |
| Annual return | 87.08% | 56.22%+30.9pp | 71.39%+15.7pp | 32.57%+54.5pp |
| Employer contribution / active EE | $272 | $3,341-91.9% | $4,735-94.3% | $2,504-89.1% |
| Participant deferral / active EE | $2,427 | $6,434-62.3% | $6,709-63.8% | $3,967-38.8% |
| Admin fee / account holder | $31 | $92-65.8% | $10,261-99.7% | $100-68.7% |