Filed April 5, 2016
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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $75,180 |
COMERICA BANK2 years Filed as: COMERICA SECURITIES INC. Service code 27 · EIN 38-2621207 | Advisory (Plan) | $26,366 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS2 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
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 | $183,752 | $59,186+210.5% | $76,768+139.4% | $56,287+226.5% |
| Participation rate | 96.3% | 75.2%+21.0pp | 77.0%+19.3pp | 69.9%+26.4pp |
| Annual return | -0.10% | 6.62%-6.7pp | 2.43%-2.5pp | -9.96%+9.9pp |
| Employer contribution / active EE | $3,953 | $1,759+124.8% | $2,485+59.1% | $2,111+87.2% |
| Participant deferral / active EE | $5,164 | $3,255+58.6% | $3,852+34.1% | $3,350+54.1% |
| Admin fee / account holder | $553 | $489+13.0% | $6,675-91.7% | $521+6.1% |