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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $144,415 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 · EIN 38-1357951 | Consulting | $45,627 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,088 | $176,491-54.1% | $95,952-15.5% | $90,288-10.2% |
| Participation rate | 73.9% | 86.6%-12.6pp | 77.1%-3.1pp | 73.4%+0.6pp |
| Annual return | 17.83% | 20.14%-2.3pp | 91.61%-73.8pp | 53.97%-36.1pp |
| Employer contribution / active EE | $1,758 | $2,789-37.0% | $2,541-30.8% | $2,524-30.3% |
| Participant deferral / active EE | $3,364 | $5,340-37.0% | $4,167-19.3% | $4,232-20.5% |
| Admin fee / account holder | $185 | $154+20.0% | $6,795-97.3% | $114+62.1% |