Filed November 9, 2005
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 27 · EIN 22-3784192 | Advisory (Plan) | $60,663 |
PLANTE & MORAN, PLLC9 years Service code 10 · EIN 38-1357951 | Accounting | $17,050 |
Service code 16 · EIN 27-1175487 | Consulting | $10,787 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$69,486 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,187 | $145,877+107.2% | $150,045+101.4% | $102,872+193.8% |
| Participation rate | 98.8% | 79.8%+18.9pp | 82.3%+16.5pp | 73.0%+25.8pp |
| Annual return | 17.26% | 21.37%-4.1pp | 62.55%-45.3pp | 19.06%-1.8pp |
| Employer contribution / active EE | $11,330 | $4,710+140.6% | $4,693+141.4% | $3,526+221.3% |
| Participant deferral / active EE | $21,311 | $9,491+124.5% | $7,997+166.5% | $5,535+285.0% |
| Admin fee / account holder | $8 | $176-95.5% | $13,435-99.9% | $292-97.3% |