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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $49,135 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 · EIN 38-1357951 | Consulting | $27,961 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,069 | $79,519+27.1% | $95,952+5.3% | $73,409+37.7% |
| Participation rate | 82.9% | 81.2%+1.7pp | 77.1%+5.8pp | 72.2%+10.7pp |
| Annual return | 15.21% | 19.20%-4.0pp | 91.61%-76.4pp | 59.29%-44.1pp |
| Employer contribution / active EE | $999 | $2,048-51.2% | $2,541-60.7% | $2,234-55.3% |
| Participant deferral / active EE | $2,268 | $4,138-45.2% | $4,167-45.6% | $3,805-40.4% |
| Admin fee / account holder | $208 | $184+13.0% | $6,795-96.9% | $158+31.9% |