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 |
|---|---|---|
PLANTE & MORAN, PLLC1 year Service code 27 · EIN 38-1357951 | Advisory (Plan) | $13,205 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 27 · EIN 38-6027356 | Advisory (Plan) | $6,786 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,103 |
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 | $37,216 | $45,324-17.9% | $122,332-69.6% | $69,631-46.6% |
| Participation rate | 91.8% | 59.9%+31.9pp | 71.6%+20.2pp | 70.7%+21.1pp |
| Annual return | 20.37% | 25.35%-5.0pp | 30.27%-9.9pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $1,602 | $1,230+30.2% | $4,050-60.5% | $2,032-21.2% |
| Participant deferral / active EE | $2,954 | $2,367+24.8% | $3,287-10.1% | $3,224-8.4% |
| Admin fee / account holder | $73 | $87-16.5% | $5,478-98.7% | $110-34.2% |