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 |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: ZACKS CAPITAL MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $139,594 |
WATKINS ROSS11+ years Filed as: WATKINS ROSS & COMPANY Service code 11 · EIN 38-1477362 | Actuarial | $87,523 |
MUNDER CAPITAL MANAGEMENT11+ years Service code 28 · EIN 38-3212521 | Investment Management | $79,361 |
Filed as: TIC MIDWEST, LLC Service code 10 · EIN 93-4217445 | Accounting | $74,681 |
YOUSIF CAPITAL MANANG1 year Service code 28 39533 WOODWARD AVE, 100 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $61,011 |
COMERICA BANK11+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $46,624 |
VARNUM LLP11+ years Filed as: VARNUM ATTORNEY AT LAW Service code 29 · EIN 38-1294924 | Legal | $36,934 |
MARSHFIELD ASSOCIATES1 year Service code 28 · EIN 41-1327339 1330 CONNECTICUT AVE NW · WASHINGTON, DC 20036 | Investment Management | $35,343 |
STANDARD VALUATIONS11+ years Filed as: STANDARD VALUATION Service code 17 · EIN 41-1327339 | Pension Consulting | $29,000 |
BENDA, GRACE, STULZ & COMPANY, P.C.11+ years Service code 10 · EIN 38-2284921 | Accounting | $21,600 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 12.33% | 9.24%+3.1pp | 9.65%+2.7pp | 10.71%+1.6pp |
| Employer contribution / active EE | $13,039 | $14,215-8.3% | $26,259-50.3% | $14,986-13.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |