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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NOVARA LAW GROUP, PLLC Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $32,976 |
BENESYS, INC.9 years Service code 10 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Accounting | $21,759 |
BULTYNCK & CO., P.L.L.C.7 years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL · CLINTON TOWNSHIP, MI 48038 | Accounting | $11,000 |
AMERICAN REALTY ADVISORS8 years Filed as: AMERICAN GRAPHICS PRINTING CO. Service code 36 · EIN 38-2090931 34985 GROESBECK HWY · CLINTON TOWNSHIP, MI 48035 | Direct payment from the plan; Copying... | $10,356 |
EBERTS & HARRISON1 year Filed as: EBERTS & HARRISON INC. Service code 23 · EIN 52-0816262 1604 RIDGESIDE DR STE 203 · MOUNT AIRY, MD 21771 | Direct payment from the plan; Insuran... | $7,770 |
Filed as: STEFANSKY, HOLLOWAY & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Accounting | $7,642 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,525 | $95,880-31.7% | $107,525-39.1% | $85,563-23.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 8.70% | 68.06%-59.4pp | 181.32%-172.6pp | 31.51%-22.8pp |
| Employer contribution / active EE | $4,727 | $3,812+24.0% | $3,754+25.9% | $2,654+78.2% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $359 | $1,025-64.9% | $8,919-96.0% | $834-56.9% |