Filed March 17, 1997
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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $74,163 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN Service code 16 · EIN 52-1162115 | Consulting | $23,864 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,067 | $78,852-16.2% | $76,768-13.9% | $75,289-12.2% |
| Participation rate | 53.6% | 85.0%-31.3pp | 77.0%-23.3pp | 72.4%-18.8pp |
| Annual return | -3.28% | -1.29%-2.0pp | 2.43%-5.7pp | -0.04%-3.2pp |
| Employer contribution / active EE | $1,204 | $2,794-56.9% | $2,485-51.6% | $2,405-50.0% |
| Participant deferral / active EE | $2,482 | $4,800-48.3% | $3,852-35.6% | $3,739-33.6% |
| Admin fee / account holder | $108 | $79+36.7% | $6,675-98.4% | $102+5.5% |