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 |
|---|---|---|
MICHAEL F. YATES & COMPANY, INC.1+ years Filed as: MICHAEL T. STELTER & ASSOCIATES Service code 27 5090 STATE STREET, SUITE D200 · SAGINAW, MI 48603 | Advisory (Plan) | $59,330 |
UNIFIED TRUST COMPANY, N.A.1+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $55,807 |
Form 5500 reported that benefits due were not provided when due.
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 | $38,139 | $33,745+13.0% | $64,105-40.5% | $55,191-30.9% |
| Participation rate | 81.3% | 59.4%+21.9pp | 68.2%+13.1pp | 69.2%+12.1pp |
| Annual return | 1.04% | 4.95%-3.9pp | 791.24%-790.2pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,266 | $641+97.5% | $1,820-30.5% | $1,899-33.3% |
| Participant deferral / active EE | $3,191 | $1,929+65.4% | $2,822+13.1% | $3,046+4.8% |
| Admin fee / account holder | $139 | $94+47.4% | $4,499-96.9% | $91+53.2% |