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, PLLC3+ years Filed as: PLANTE & MORAN FINANCIAL ADVISORS Service code 51 · EIN 38-3123123 | Investment Mgmt Fees | $28,030 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $14,678 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $5,802 |
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 | $64,637 | $36,767+75.8% | $81,478-20.7% | $62,292+3.8% |
| Participation rate | 86.6% | 54.4%+32.2pp | 68.0%+18.7pp | 69.5%+17.1pp |
| Annual return | 18.72% | 173.80%-155.1pp | 38.78%-20.1pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,358 | $1,128+20.4% | $2,568-47.1% | $2,042-33.5% |
| Participant deferral / active EE | $3,399 | $2,111+61.0% | $3,537-3.9% | $3,169+7.2% |
| Admin fee / account holder | $335 | $797-58.0% | $4,561-92.7% | $479-30.2% |