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 |
|---|---|---|
Service code 55 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Other Commissions | $26,888 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,886 |
Filed as: GREAT LAKES PENSION ASSOCIATES INC Service code 13 37923 W TWELVE MILE RD · FARMINGTON HILLS, MI 483313033 | Contract Administrator | $5,467 |
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 | $45,209 | $89,739-49.6% | $149,718-69.8% | $62,292-27.4% |
| Participation rate | 91.4% | 85.1%+6.3pp | 87.1%+4.4pp | 69.5%+21.9pp |
| Annual return | 22.00% | 21.01%+1.0pp | 1501.63%-1479.6pp | 28.90%-6.9pp |
| Employer contribution / active EE | $3,091 | $3,233-4.4% | $5,445-43.2% | $2,042+51.3% |
| Participant deferral / active EE | $5,693 | $4,797+18.7% | $6,569-13.3% | $3,169+79.6% |
| Admin fee / account holder | $150 | $551-72.7% | $11,283-98.7% | $479-68.7% |