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, PLLC6+ years Service code 15 · EIN 38-1357951 | Recordkeeping | $30,000 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,036 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,208 | $127,481-66.1% | $149,696-71.1% | $90,288-52.1% |
| Participation rate | 46.2% | 78.2%-32.0pp | 82.5%-36.3pp | 73.4%-27.1pp |
| Annual return | 15.01% | 57.78%-42.8pp | 276.60%-261.6pp | 53.97%-39.0pp |
| Employer contribution / active EE | $387 | $3,448-88.8% | $4,644-91.7% | $2,524-84.7% |
| Participant deferral / active EE | $3,312 | $6,975-52.5% | $6,842-51.6% | $4,232-21.7% |
| Admin fee / account holder | $55 | $152-64.0% | $9,309-99.4% | $114-52.1% |