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 |
|---|---|---|
CHEMICAL BANK3+ years Service code 27 · EIN 38-0415896 333 E MAIN · MIDLAND, MI 486400231 | Advisory (Plan) | $41,468 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ Service code 11 · EIN 31-1498244 13680 CLEVELAND AVENUE NW · UNIONTOWN, OH 44685 | Actuarial | $10,000 |
WEINLANDER FITZHUGH, P.C.3+ years Service code 10 · EIN 38-2272300 1600 CENTER AVENUE · BAY CITY, MI 48708 | Accounting | $2,950 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | 9.10% | -5.34%+14.4pp | 12.68%-3.6pp | -82.66%+91.8pp |
| Employer contribution / active EE | $30,700 | $31,322-2.0% | $22,860+34.3% | $43,769-29.9% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |