Filed October 18, 2004
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,309 |
GREGORY J SCHWARTZ & COMPANY INC2+ years Filed as: GREGORY J SCHWARTZ & CO INC Service code 61 3707 W MAPLE RD STE 201 · BLOOMFIELD HILLS, MI 48301 | Finders' fees / placement fees | $0 |
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 | $30,248 | $52,884-42.8% | $84,750-64.3% | $55,167-45.2% |
| Participation rate | 79.3% | 67.5%+11.7pp | 76.6%+2.7pp | 69.0%+10.3pp |
| Annual return | 15.01% | 18.03%-3.0pp | 22.78%-7.8pp | 169.23%-154.2pp |
| Employer contribution / active EE | $927 | $2,233-58.5% | $3,574-74.1% | $1,963-52.8% |
| Participant deferral / active EE | $3,951 | $2,644+49.4% | $3,712+6.4% | $3,054+29.4% |
| Admin fee / account holder | $60 | $581-89.7% | $5,332-98.9% | $504-88.2% |