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 8-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 |
|---|---|---|
WARNER NORCROSS & JUDD LLP3 years Service code 29 · EIN 38-1422647 | Legal | $84,645 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $71,250 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $18,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,865 | $104,697-46.6% | $96,544-42.1% | $80,160-30.3% |
| Participation rate | 56.6% | 86.4%-29.8pp | 76.0%-19.4pp | 72.9%-16.4pp |
| Annual return | 20.55% | 21.78%-1.2pp | 25.84%-5.3pp | 40.38%-19.8pp |
| Employer contribution / active EE | $1,672 | $3,536-52.7% | $2,965-43.6% | $2,978-43.8% |
| Participant deferral / active EE | $3,906 | $6,188-36.9% | $4,851-19.5% | $5,017-22.2% |
| Admin fee / account holder | $63 | $107-41.2% | $8,252-99.2% | $145-56.7% |