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 |
|---|---|---|
Filed as: GROSS, PUCKY, GRUEL & ROOF, P.C. Service code 16 · EIN 38-2962645 4196 W. MAPLE AVE · ADRIAN, MI 49221 | Consulting | $8,750 |
Service code 13 · EIN 35-1140070 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $4,218 |
Service code 64 · EIN 04-2647786 201 W. FORT ST · DETROIT, MI 48226 | Recordkeeping Fees | $125 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,842 | $80,211-86.5% | $74,183-85.4% | $63,975-83.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 5.55% | 14.13%-8.6pp | 17.74%-12.2pp | 48.65%-43.1pp |
| Employer contribution / active EE | $632 | $2,553-75.3% | $2,370-73.4% | $2,182-71.1% |
| Participant deferral / active EE | $1,886 | $4,370-56.8% | $3,550-46.9% | $3,356-43.8% |
| Admin fee / account holder | $9 | $67-86.0% | $5,586-99.8% | $70-86.7% |