Filed June 18, 2018 (most recent of 2 filings on file)
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 |
|---|---|---|
USI CONSULTING GROUP4 years Service code 17 · EIN 34-1213174 | Pension Consulting | $102,917 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE Service code 27 · EIN 13-4994650 | Advisory (Plan) | $96,013 |
MILLER KAPLAN ARASE LLP4 years Filed as: MILLER CANFIELD PADDOCK Service code 29 150 WEST JEFFERSON STE 2500 · DETROIT, MI 48226 | Legal | $28,999 |
COMERICA BANK4 years Filed as: COMERICA Service code 27 · EIN 38-1998421 | Advisory (Plan) | $21,738 |
FORVIS, LLP3 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $14,105 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $340,597-100.0% | $328,890-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 41.1%-41.1pp | 35.7%-35.7pp |
| Annual return | -1.36% | 8.34%-9.7pp | 8.43%-9.8pp | 15.19%-16.6pp |
| Employer contribution / active EE | $0 | $30,496-100.0% | $29,249-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $11-100.0% | $13-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $11,069-100.0% | $10,081-100.0% | $50,584-100.0% |