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 BANK3 years Filed as: COMERICA SECURITIES Service code 27 411 W LAFAYETTE MC 3139 · DETROIT, MI 48226 | Advisory (Plan) | $56,304 |
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 | $37,151 | $65,118-42.9% | $76,768-51.6% | $55,725-33.3% |
| Participation rate | 96.2% | 79.6%+16.6pp | 77.0%+19.3pp | 70.9%+25.4pp |
| Annual return | -3.05% | -1.27%-1.8pp | 2.43%-5.5pp | 244.93%-248.0pp |
| Employer contribution / active EE | $877 | $1,941-54.8% | $2,485-64.7% | $2,078-57.8% |
| Participant deferral / active EE | $3,506 | $3,688-4.9% | $3,852-9.0% | $3,356+4.5% |
| Admin fee / account holder | $16 | $116-86.0% | $6,675-99.8% | $115-85.9% |