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.
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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 |
|---|---|---|
TRI-STAR TRUST BANK8+ years Filed as: TRI STAR TRUST BANK Service code 10 200 E. MAIN ST · MIDLAND, MI 48640 | Accounting | $64,177 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $37,281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,624 | $71,142+19.0% | $119,609-29.2% | $64,808+30.6% |
| Participation rate | 65.4% | 78.6%-13.2pp | 79.3%-13.8pp | 71.5%-6.0pp |
| Annual return | -9.09% | -10.01%+0.9pp | -14.97%+5.9pp | 32.82%-41.9pp |
| Employer contribution / active EE | $2,639 | $2,497+5.7% | $4,232-37.6% | $2,506+5.3% |
| Participant deferral / active EE | $3,562 | $4,490-20.7% | $5,602-36.4% | $4,310-17.4% |
| Admin fee / account holder | $447 | $162+175.7% | $10,323-95.7% | $188+138.0% |