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 | $592,205 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $412,522 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $62,157 |
PLANTE & MORAN, PLLC7+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 33-1498605 | Accounting | $58,600 |
WARNER NORCROSS & JUDD LLP7+ years Filed as: WARNER NORCROSS & JUDD Service code 29 · EIN 38-1422647 | Legal | $33,073 |
Form 5500 reported that benefits due were not provided when due.
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 | $114,561 | $86,936+31.8% | $103,333+10.9% | $99,062+15.6% |
| Participation rate | 94.4% | 81.7%+12.7pp | 74.5%+19.8pp | 71.6%+22.7pp |
| Annual return | 20.16% | 14.99%+5.2pp | 24.88%-4.7pp | 17.66%+2.5pp |
| Employer contribution / active EE | $5,862 | $3,925+49.3% | $3,868+51.6% | $3,262+79.7% |
| Participant deferral / active EE | $6,699 | $3,825+75.1% | $5,057+32.4% | $5,331+25.6% |
| Admin fee / account holder | $104 | $140-25.6% | $8,355-98.7% | $109-4.2% |