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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 27 · EIN 38-2708620 | Advisory (Plan) | $32,086 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,379 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,934 | $65,223+4.2% | $80,019-15.1% | $55,725+21.9% |
| Participation rate | 60.9% | 80.6%-19.6pp | 75.8%-14.9pp | 70.9%-9.9pp |
| Annual return | -4.38% | 7.59%-12.0pp | 11.22%-15.6pp | 244.93%-249.3pp |
| Employer contribution / active EE | $798 | $2,544-68.7% | $2,468-67.7% | $2,078-61.6% |
| Participant deferral / active EE | $3,300 | $3,881-15.0% | $3,686-10.5% | $3,356-1.6% |
| Admin fee / account holder | $156 | $114+36.6% | $6,521-97.6% | $115+35.4% |