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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.
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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 |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 30100 TELEGRAPH, 170 · BINGHAM FARMS, MI 48025 | Recordkeeping | $31,652 |
INNES & LOTITO, P.C.1+ years Service code 10 22525 HALL RD, SUITE A · MACOMB, MI 48042 | Accounting | $16,550 |
VARNUM LLP1+ years Service code 29 39500 HIGH POINTE BLVD · NOVI, MI 48375 | Legal | $14,578 |
CYGNET FINANCIAL PLANNING, INC.1+ years Service code 26 · EIN 38-2469646 P.O. BOX 30100 · WATERFORD, MI 48329 | Advisory (Participants) | $13,636 |
FIDUCIARY FIREWALL CONSULTING1+ years Service code 16 4139 WEST WALTON, SUITE E · WATERFORD, MI 48329 | Consulting | $6,243 |
CORPORATE PLAN ADMINISTRATORS, INC.1+ years Service code 10 · EIN 38-3057036 4139 WEST WALTON, E · WATERFORD, MI 48329 | Accounting | $4,010 |
Filed as: FIDELITY INVESTMENTS Service code 19 PO BOX 770001 · CINCINNATI, OH 45277 | Securities Custodian | $2,939 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,754 | $39,458-72.7% | $60,547-82.2% | $55,191-80.5% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.0%+32.0pp | 69.2%+30.8pp |
| Annual return | -3.88% | 3.35%-7.2pp | 335.64%-339.5pp | 10.78%-14.7pp |
| Employer contribution / active EE | $877 | $1,210-27.5% | $2,419-63.8% | $1,899-53.8% |
| Participant deferral / active EE | $595 | $2,140-72.2% | $3,328-82.1% | $3,046-80.5% |
| Admin fee / account holder | $229 | $95+140.5% | $4,536-95.0% | $91+152.0% |