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 5-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 |
|---|---|---|
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 38-1357951 | Accounting | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,944 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,910 | $79,171-48.3% | $102,423-60.1% | $74,495-45.1% |
| Participation rate | 83.0% | 74.8%+8.2pp | 76.5%+6.5pp | 67.2%+15.8pp |
| Annual return | 15.02% | 54.93%-39.9pp | 29.32%-14.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $837 | $2,362-64.6% | $3,023-72.3% | $2,623-68.1% |
| Participant deferral / active EE | $2,764 | $4,415-37.4% | $5,053-45.3% | $4,346-36.4% |
| Admin fee / account holder | $226 | $2,001-88.7% | $9,451-97.6% | $1,942-88.4% |