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, PLLC4+ years Filed as: PLANTE & MORAN FINANCIAL ADVISORS Service code 51 · EIN 38-3123123 | Investment Mgmt Fees | $31,189 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $16,030 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $6,389 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,109 | $33,067+81.8% | $76,523-21.4% | $56,287+6.8% |
| Participation rate | 91.8% | 55.4%+36.4pp | 68.0%+23.8pp | 69.9%+22.0pp |
| Annual return | -5.56% | 2.72%-8.3pp | -0.27%-5.3pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,519 | $1,200+26.5% | $2,647-42.6% | $2,111-28.1% |
| Participant deferral / active EE | $3,923 | $2,240+75.1% | $3,835+2.3% | $3,350+17.1% |
| Admin fee / account holder | $341 | $537-36.4% | $4,848-93.0% | $521-34.5% |