See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
TRUST COMPANY OF TOLEDO2 years Filed as: THE TRUST COMPANY OF TOLEDO, N.A. Service code 21 · EIN 34-1661757 1630 TIMBERWOLF DR · HOLLAND, OH 43528 | Bank Trustee | $96,749 |
Filed as: NOVARA, TESIJA & CATENACCI PLLC Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $35,137 |
BENESYS, INC.7 years Service code 14 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Plan Administrator | $18,863 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN GRAPHICS PRINTING CO. Service code 36 · EIN 38-2090931 34985 GROESBECK HWY · CLINTON TOWNSHIP, MI 48035 | Copying and duplicating; Direct payme... | $15,759 |
BULTYNCK & CO., P.L.L.C.5 years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL · CLINTON TOWNSHIP, MI 48038 | Accounting | $13,000 |
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 | $47,373 | $92,971-49.0% | $96,683-51.0% | $74,419-36.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 6.09% | 37.49%-31.4pp | 35.69%-29.6pp | 34.38%-28.3pp |
| Employer contribution / active EE | $3,663 | $3,426+6.9% | $3,737-2.0% | $2,637+38.9% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $260 | $633-58.9% | $6,730-96.1% | $348-25.2% |