See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWARTZ & CO Service code 27 · EIN 38-2117812 3707 W. MAPLE ROAD · BLOOMFIELD HILLS, MI 483013212 | Advisory (Plan) | $23,099 |
WATKINS ROSS3 years Filed as: WATKINS, ROSS & CO. Service code 11 · EIN 38-1477362 200 OTTAWA, NW, SUITE 600 · GRAND RAPIDS, MI 49503 | Actuarial | $21,491 |
COMERICA BANK4+ years Service code 21 · EIN 38-2217511 PO BOX 75000 · DETROIT, MI 482753462 | Bank Trustee | $9,692 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | -6.91% | -2.89%-4.0pp | -102.03%+95.1pp | 10.56%-17.5pp |
| Employer contribution / active EE | $13,103 | $14,715-11.0% | $36,229-63.8% | $13,643-4.0% |
| Participant deferral / active EE | $0 | $46-100.0% | $48-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |