Filed August 27, 2007
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, PLLC1+ years Filed as: PLANTE & MORAN FINANCIAL ADVISORS Service code 51 · EIN 38-3123123 | Investment Mgmt Fees | $25,629 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $11,844 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $4,905 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,422 | $31,109+68.5% | $67,711-22.6% | $52,331+0.2% |
| Participation rate | 79.7% | 54.0%+25.7pp | 67.5%+12.2pp | 68.1%+11.6pp |
| Annual return | 0.71% | 23.70%-23.0pp | 25.41%-24.7pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,227 | $1,076+14.0% | $2,559-52.1% | $1,882-34.8% |
| Participant deferral / active EE | $2,971 | $1,970+50.8% | $3,585-17.1% | $3,022-1.7% |
| Admin fee / account holder | $345 | $466-26.1% | $4,255-91.9% | $592-41.8% |