Filed March 20, 2012 (most recent of 2 filings on file)
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 7-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $101,090 |
FIDUCIENT ADVISORS LLC1 year Service code 26 · EIN 36-4001764 | Advisory (Participants) | $42,848 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,812 |
PLANTE & MORAN, PLLC7+ years Service code 10 · EIN 33-1498605 | Accounting | $33,400 |
WARNER NORCROSS & JUDD LLP3 years Filed as: WARNER NORCROSS & JUDD Service code 29 · EIN 38-1422647 | Legal | $26,087 |
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 | $63,702 | $241,101-73.6% | $103,333-38.4% | $199,593-68.1% |
| Participation rate | 93.0% | 78.3%+14.7pp | 74.5%+18.5pp | 72.0%+21.0pp |
| Annual return | 30.93% | 17.80%+13.1pp | 24.88%+6.0pp | 34.25%-3.3pp |
| Employer contribution / active EE | $3,903 | $4,244-8.0% | $3,868+0.9% | $3,034+28.6% |
| Participant deferral / active EE | $4,701 | $3,958+18.8% | $5,057-7.0% | $5,087-7.6% |
| Admin fee / account holder | $177 | $288-38.5% | $8,355-97.9% | $269-34.2% |