Filed March 18, 2009
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 | $125,364 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $28,419 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 · EIN 38-1357951 | Accounting | $6,750 |
MALCOLM THOMPSON & ASSOCIATES1+ years Filed as: MALCOLM THOMPSON & ASSOCIATES, INC. Service code 14 · EIN 26-4203770 | Plan Administrator | $5,628 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,588 | $37,213-76.9% | $156,549-94.5% | $63,975-86.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 16.65% | 47.89%-31.2pp | 32.23%-15.6pp | 48.65%-32.0pp |
| Employer contribution / active EE | $998 | $1,357-26.4% | $5,501-81.9% | $2,182-54.2% |
| Participant deferral / active EE | $1,864 | $2,070-9.9% | $4,871-61.7% | $3,356-44.5% |
| Admin fee / account holder | $102 | $56+81.5% | $13,027-99.2% | $70+45.2% |