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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.
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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 |
|---|---|---|
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE MORAN PLLC Service code 27 · EIN 38-1357951 | Advisory (Plan) | $24,360 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $15,819 |
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $4,618 |
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 | $47,060 | $55,790-15.6% | $76,817-38.7% | $67,579-30.4% |
| Participation rate | 84.4% | 71.1%+13.3pp | 72.1%+12.3pp | 71.3%+13.1pp |
| Annual return | 20.20% | 64.45%-44.3pp | 1166.11%-1145.9pp | 378.56%-358.4pp |
| Employer contribution / active EE | $732 | $1,810-59.6% | $2,302-68.2% | $2,148-65.9% |
| Participant deferral / active EE | $3,951 | $2,875+37.4% | $3,336+18.4% | $3,539+11.6% |
| Admin fee / account holder | $187 | $159+17.8% | $6,420-97.1% | $142+31.7% |