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 | $51,513 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 16 · EIN 38-1357951 | Consulting | $13,456 |
Service code 99 · EIN 38-2517534 | Other Fees | $11,920 |
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 | $88,458 | $73,404+20.5% | $87,100+1.6% | $67,579+30.9% |
| Participation rate | 80.4% | 80.9%-0.4pp | 76.9%+3.6pp | 71.3%+9.1pp |
| Annual return | 18.56% | 48.29%-29.7pp | 28.19%-9.6pp | 378.56%-360.0pp |
| Employer contribution / active EE | $1,146 | $2,014-43.1% | $2,521-54.6% | $2,148-46.7% |
| Participant deferral / active EE | $2,488 | $3,913-36.4% | $4,049-38.5% | $3,539-29.7% |
| Admin fee / account holder | $194 | $142+37.0% | $7,497-97.4% | $142+36.3% |