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, PLLC2+ years Filed as: PLANTE & MORAN FINANCIAL ADVISORS Service code 51 · EIN 38-3123123 | Investment Mgmt Fees | $25,023 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $13,480 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $5,006 |
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 | $55,525 | $32,425+71.2% | $74,583-25.6% | $55,167+0.6% |
| Participation rate | 82.3% | 54.0%+28.3pp | 68.1%+14.2pp | 69.0%+13.3pp |
| Annual return | 6.19% | 10.63%-4.4pp | 20.47%-14.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,316 | $1,043+26.1% | $2,525-47.9% | $1,963-32.9% |
| Participant deferral / active EE | $3,254 | $1,995+63.1% | $3,458-5.9% | $3,054+6.5% |
| Admin fee / account holder | $325 | $748-56.6% | $4,138-92.2% | $504-35.6% |