Filed March 5, 2021 (most recent of 2 filings on file)
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 |
|---|---|---|
COMERICA BANK2 years Filed as: COMERICA SECURITIES Service code 55 411 W LAFAYETTE MC 3139 · DETROIT, MI 48226 | Other Commissions | $52,032 |
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 | $34,263 | $69,305-50.6% | $82,313-58.4% | $69,631-50.8% |
| Participation rate | 91.5% | 80.3%+11.2pp | 76.9%+14.6pp | 70.7%+20.8pp |
| Annual return | 18.09% | 21.47%-3.4pp | 25.88%-7.8pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $989 | $1,887-47.6% | $2,428-59.3% | $2,032-51.3% |
| Participant deferral / active EE | $2,832 | $3,568-20.6% | $3,706-23.6% | $3,224-12.1% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |