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 |
|---|---|---|
NOVARA, TESIJA & CATENACCI, PLLC8+ years Filed as: NOVARA TESIJA, PLLC Service code 29 · EIN 38-3507129 888 W BIG BEAVER STE 600 · TROY, MI 48084 | Legal | $96,118 |
COMERICA BANK5 years Filed as: COMERICA Service code 19 · EIN 42-1741646 411 W LAFAYETTE BLVD · DETROIT, MI 48226 | Securities Custodian | $95,523 |
CUNI, RUST & STRENK8+ years Filed as: CUNI, RUST, AND STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST STE 620 · CINCINNATI, OH 452423760 | Actuarial | $63,400 |
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 17 · EIN 36-3485298 180 N LASALLE ST STE 3500 · CHICAGO, IL 60601 | Pension Consulting | $57,917 |
BENESYS, INC.5 years Service code 13 · EIN 38-2383171 700 TOWER DR, STE. 300 · TROY, MI 48098 | Contract Administrator | $45,806 |
Filed as: STEFANSKY, HOLLOWAY & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD, STE350 · NORTHVILLE, MI 48167 | Accounting | $29,244 |
TITUS & URBANSKI, INC.4 years Service code 10 · EIN 34-1695540 3320 CENTRAL PARK WEST · TOLEDO, OH 43617 | Accounting | $19,500 |
USI CONSULTING GROUP3 years Filed as: USI INSURANCE Service code 23 · EIN 13-3771734 4605 COLUMBUS ST · VIRGINIA BEACH, VA 43462 | Insurance services | $9,775 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -12.08% | -7.95%-4.1pp | -5.84%-6.2pp | 23.41%-35.5pp |
| Employer contribution / active EE | $14,711 | $13,972+5.3% | $31,839-53.8% | $12,650+16.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |