Filed April 15, 2008 (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 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $163,443 |
PLANTE & MORAN, PLLC10+ years Service code 10 · EIN 38-1357951 | Accounting | $33,000 |
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 | $123,554 | $241,101-48.8% | $103,333+19.6% | $199,593-38.1% |
| Participation rate | 93.1% | 78.3%+14.9pp | 74.5%+18.6pp | 72.0%+21.2pp |
| Annual return | 17.31% | 17.80%-0.5pp | 24.88%-7.6pp | 34.25%-16.9pp |
| Employer contribution / active EE | $4,924 | $4,244+16.0% | $3,868+27.3% | $3,034+62.3% |
| Participant deferral / active EE | $8,042 | $3,958+103.2% | $5,057+59.0% | $5,087+58.1% |
| Admin fee / account holder | $36 | $288-87.4% | $8,355-99.6% | $269-86.5% |