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 |
|---|---|---|
Filed as: GREGORY J SCHWARTZ & COMPANY Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $63,729 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $19,611 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,799 | $56,152+61.7% | $185,823-51.1% | $73,409+23.7% |
| Participation rate | 71.0% | 67.6%+3.5pp | 78.0%-7.0pp | 72.2%-1.1pp |
| Annual return | 20.11% | 17.59%+2.5pp | 35.95%-15.8pp | 59.29%-39.2pp |
| Employer contribution / active EE | $2,523 | $1,532+64.7% | $4,087-38.3% | $2,234+13.0% |
| Participant deferral / active EE | $4,996 | $3,659+36.5% | $5,632-11.3% | $3,805+31.3% |
| Admin fee / account holder | $326 | $132+146.6% | $9,500-96.6% | $158+106.2% |