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.2+ years Filed as: MICHAEL T. STELTER & ASSOCIATES Service code 27 5090 STATE STREET, SUITE D200 · SAGINAW, MI 48603 | Advisory (Plan) | $65,235 |
UNIFIED TRUST COMPANY, N.A.2+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $58,340 |
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 | $40,350 | $37,044+8.9% | $71,796-43.8% | $57,658-30.0% |
| Participation rate | 79.9% | 61.1%+18.8pp | 69.1%+10.8pp | 70.2%+9.6pp |
| Annual return | 9.06% | 12.64%-3.6pp | 78.04%-69.0pp | 5.13%+3.9pp |
| Employer contribution / active EE | $1,326 | $720+84.1% | $1,924-31.1% | $1,974-32.8% |
| Participant deferral / active EE | $3,290 | $1,974+66.7% | $2,794+17.7% | $3,061+7.5% |
| Admin fee / account holder | $137 | $101+36.2% | $4,815-97.1% | $95+45.4% |