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 |
|---|---|---|
IRA GROUP1 year Filed as: IRA GROUP, INC. Service code 17 · EIN 58-1989031 | Pension Consulting | $34,152 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $17,849 |
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 | $74,441 | $54,392+36.9% | $84,750-12.2% | $63,975+16.4% |
| Participation rate | 88.4% | 76.9%+11.6pp | 76.6%+11.9pp | 71.1%+17.3pp |
| Annual return | 9.61% | 611.38%-601.8pp | 22.78%-13.2pp | 48.65%-39.0pp |
| Employer contribution / active EE | $3,424 | $2,943+16.4% | $3,574-4.2% | $2,182+57.0% |
| Participant deferral / active EE | $4,949 | $2,593+90.9% | $3,712+33.3% | $3,356+47.4% |
| Admin fee / account holder | $11 | $136-92.2% | $5,332-99.8% | $70-85.1% |