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 |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC6+ years Filed as: GREGORY J. SCHWARTZ & CO., INC Service code 26 · EIN 38-2117812 3707 W. MAPLE, STE. 201 · BLOOMFIELD HILLS, MI 48301 | Advisory (Participants) | $36,750 |
JULY BUSINESS SERVICES6+ years Filed as: JULY BUSINESS SERVICE, INC. Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE, STE. 1200 · WACO, TX 76701 | Contract Administrator | $23,225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $129,039 | $73,638+75.2% | $95,952+34.5% | $73,488+75.6% |
| Participation rate | 88.0% | 76.2%+11.8pp | 77.1%+10.9pp | 70.7%+17.3pp |
| Annual return | 14.55% | 16.78%-2.2pp | 91.61%-77.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,994 | $1,863+7.0% | $2,541-21.5% | $2,270-12.2% |
| Participant deferral / active EE | $3,430 | $3,617-5.2% | $4,167-17.7% | $3,740-8.3% |
| Admin fee / account holder | $504 | $482+4.5% | $6,795-92.6% | $513-1.8% |