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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $46,965 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN FINANCISL ADVISORS Service code 16 · EIN 38-1357951 | Consulting | $17,595 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,581 | $95,542-79.5% | $69,455-71.8% | $67,579-71.0% |
| Participation rate | 86.6% | 79.4%+7.2pp | 74.6%+12.0pp | 71.3%+15.3pp |
| Annual return | 21.63% | 17.67%+4.0pp | 28.97%-7.3pp | 378.56%-356.9pp |
| Employer contribution / active EE | $967 | $2,989-67.7% | $2,779-65.2% | $2,148-55.0% |
| Participant deferral / active EE | $1,996 | $3,263-38.8% | $3,535-43.5% | $3,539-43.6% |
| Admin fee / account holder | $137 | $90+52.6% | $3,839-96.4% | $142-3.7% |