Filed April 27, 2006
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 13 · EIN 06-1050034 | Contract Administrator | $44,910 |
IIC1 year Filed as: IIC, MICHAEL KOZEMCHAK Service code 16 7 WEST SQUARE LAKE ROAD · BLOOMFIELD HILLS, MI 48302 | Consulting | $36,450 |
STEPHEN HORN INSURANCE SERVICES4+ years Filed as: STEPHEN C HIMEL - CERTIFIED PUBLIC Service code 10 · EIN 20-8410792 | Accounting | $13,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $144,714 | $62,267+132.4% | $110,238+31.3% | $55,725+159.7% |
| Participation rate | 93.1% | 78.1%+15.0pp | 79.8%+13.3pp | 70.9%+22.3pp |
| Annual return | -2.39% | -1.07%-1.3pp | 314.74%-317.1pp | 244.93%-247.3pp |
| Employer contribution / active EE | $6,665 | $1,941+243.3% | $3,826+74.2% | $2,078+220.7% |
| Participant deferral / active EE | $7,470 | $3,516+112.5% | $4,672+59.9% | $3,356+122.6% |
| Admin fee / account holder | $577 | $121+377.3% | $8,547-93.2% | $115+401.0% |