See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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, PLLC2+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 · EIN 38-1357951 | Consulting | $18,398 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,463 |
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 | $81,850 | $51,466+59.0% | $78,778+3.9% | $62,292+31.4% |
| Participation rate | 87.1% | 59.8%+27.3pp | 69.2%+17.9pp | 69.5%+17.6pp |
| Annual return | 13.38% | 19.96%-6.6pp | 35.62%-22.2pp | 28.90%-15.5pp |
| Employer contribution / active EE | $1,242 | $827+50.1% | $1,986-37.4% | $2,042-39.2% |
| Participant deferral / active EE | $6,287 | $2,147+192.7% | $2,958+112.5% | $3,169+98.4% |
| Admin fee / account holder | $243 | $489-50.3% | $5,134-95.3% | $479-49.3% |