Filed May 15, 2013
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 25 · EIN 04-2647786 | Directed Trustee | $11,713 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 17 · EIN 38-1357951 | Pension Consulting | $6,392 |
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 | $31,835 | $41,281-22.9% | $109,313-70.9% | $57,658-44.8% |
| Participation rate | 87.5% | 59.3%+28.2pp | 71.3%+16.2pp | 70.2%+17.3pp |
| Annual return | 7.99% | 8.97%-1.0pp | 22.07%-14.1pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,422 | $1,201+18.3% | $3,892-63.5% | $1,974-28.0% |
| Participant deferral / active EE | $2,609 | $2,223+17.4% | $3,166-17.6% | $3,061-14.7% |
| Admin fee / account holder | $58 | $75-22.7% | $5,666-99.0% | $95-38.4% |