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 |
|---|---|---|
Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $35,767 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,333 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,382 | $136,307-40.3% | $177,821-54.2% | $73,488+10.7% |
| Participation rate | 91.4% | 86.1%+5.3pp | 87.7%+3.7pp | 70.7%+20.7pp |
| Annual return | 20.28% | 18.68%+1.6pp | 48.32%-28.0pp | 28.51%-8.2pp |
| Employer contribution / active EE | $3,630 | $3,712-2.2% | $5,918-38.7% | $2,270+59.9% |
| Participant deferral / active EE | $7,061 | $5,829+21.1% | $7,714-8.5% | $3,740+88.8% |
| Admin fee / account holder | $348 | $596-41.5% | $12,427-97.2% | $513-32.1% |